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 | $21,045 | $65,395-67.8% | $182,532-88.5% | $72,985-71.2% |
| Participation rate | 23.5% | 65.4%-42.0pp | 78.0%-54.5pp | 69.5%-46.0pp |
| Annual return | 27.32% | 27.68%-0.4pp | 148.54%-121.2pp | 81.00%-53.7pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,531 | $3,563-57.0% | $5,524-72.3% | $3,607-57.6% |
| Admin fee / account holder | $139 | $4,245-96.7% | $8,592-98.4% | $5,124-97.3% |