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 | $28,512 | $215,361-86.8% | $171,082-83.3% | $273,961-89.6% |
| Participation rate | 66.7% | 82.0%-15.4pp | 76.7%-10.0pp | 83.0%-16.3pp |
| Annual return | 2.97% | 25.14%-22.2pp | 32.56%-29.6pp | 41.45%-38.5pp |
| Employer contribution / active EE | $164 | $4,967-96.7% | $4,002-95.9% | $4,869-96.6% |
| Participant deferral / active EE | $1,198 | $5,543-78.4% | $4,797-75.0% | $5,287-77.3% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |