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 | $43,196 | $93,346-53.7% | $71,796-39.8% | $273,961-84.2% |
| Participation rate | 46.2% | 76.5%-30.4pp | 69.1%-23.0pp | 83.0%-36.9pp |
| Annual return | 8.64% | 130.39%-121.8pp | 78.04%-69.4pp | 41.45%-32.8pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $784 | $3,475-77.4% | $2,794-71.9% | $5,287-85.2% |
| Admin fee / account holder | $80 | $6,571-98.8% | $4,815-98.3% | $10,132-99.2% |