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 | $42,116 | $165,984-74.6% | $164,813-74.4% | $145,922-71.1% |
| Participation rate | 31.6% | 82.0%-50.4pp | 78.6%-47.0pp | 80.3%-48.7pp |
| Annual return | 12.84% | 100.03%-87.2pp | 69.93%-57.1pp | 561.29%-548.5pp |
| Employer contribution / active EE | $0 | $5,273-100.0% | $4,341-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,206 | $6,959-68.3% | $6,031-63.4% | $6,688-67.0% |
| Admin fee / account holder | $121 | $16,648-99.3% | $12,690-99.0% | $13,397-99.1% |