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 | $46,354 | $88,707-47.7% | $74,183-37.5% | $273,961-83.1% |
| Participation rate | 61.5% | 79.4%-17.9pp | 76.6%-15.1pp | 83.0%-21.5pp |
| Annual return | 7.50% | 11.94%-4.4pp | 17.74%-10.2pp | 41.45%-34.0pp |
| Employer contribution / active EE | $335 | $3,159-89.4% | $2,370-85.9% | $4,869-93.1% |
| Participant deferral / active EE | $1,612 | $4,212-61.7% | $3,550-54.6% | $5,287-69.5% |
| Admin fee / account holder | $176 | $8,717-98.0% | $5,586-96.9% | $10,132-98.3% |