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 | $62,957 | $91,190-31.0% | $178,490-64.7% | $79,858-21.2% |
| Participation rate | 22.2% | 69.2%-47.0pp | 81.9%-59.7pp | 69.6%-47.4pp |
| Annual return | 17.07% | 24.19%-7.1pp | 151.07%-134.0pp | 31.71%-14.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,066 | $3,236-67.1% | $5,202-79.5% | $3,740-71.5% |
| Admin fee / account holder | $275 | $6,751-95.9% | $13,984-98.0% | $5,306-94.8% |