See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,379 | $39,122-27.5% | $57,179-50.4% | $62,891-54.9% |
| Participation rate | 40.0% | 70.5%-30.5pp | 75.3%-35.3pp | 69.3%-29.3pp |
| Annual return | 6.18% | 9.23%-3.1pp | 14.59%-8.4pp | 20.14%-14.0pp |
| Employer contribution / active EE | $113 | $1,874-94.0% | $2,682-95.8% | $2,281-95.0% |
| Participant deferral / active EE | $1,935 | $2,374-18.5% | $3,096-37.5% | $3,203-39.6% |
| Admin fee / account holder | $182 | $2,592-93.0% | $3,139-94.2% | $4,296-95.8% |