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 | $36,505 | $77,634-53.0% | $156,549-76.7% | $62,891-42.0% |
| Participation rate | 50.9% | 71.2%-20.3pp | 84.0%-33.1pp | 69.3%-18.4pp |
| Annual return | 9.52% | 50.32%-40.8pp | 32.23%-22.7pp | 20.14%-10.6pp |
| Employer contribution / active EE | $184 | $3,444-94.7% | $5,501-96.7% | $2,281-91.9% |
| Participant deferral / active EE | $3,680 | $3,045+20.8% | $4,871-24.5% | $3,203+14.9% |
| Admin fee / account holder | $268 | $5,561-95.2% | $13,027-97.9% | $4,296-93.8% |