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 | $76,132 | $80,968-6.0% | $96,544-21.1% | $75,163+1.3% |
| Participation rate | 50.0% | 71.8%-21.8pp | 76.0%-26.0pp | 67.2%-17.2pp |
| Annual return | 12.89% | 27.06%-14.2pp | 25.84%-12.9pp | 160.62%-147.7pp |
| Employer contribution / active EE | $241 | $2,282-89.4% | $2,965-91.9% | $2,670-91.0% |
| Participant deferral / active EE | $2,334 | $3,928-40.6% | $4,851-51.9% | $4,125-43.4% |
| Admin fee / account holder | $15 | $6,724-99.8% | $8,252-99.8% | $5,651-99.7% |