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 | $43,926 | $84,233-47.9% | $170,442-74.2% | $70,131-37.4% |
| Participation rate | 59.6% | 70.8%-11.2pp | 83.6%-24.0pp | 69.5%-9.9pp |
| Annual return | 20.12% | 23.06%-2.9pp | 205.93%-185.8pp | 73.14%-53.0pp |
| Employer contribution / active EE | $256 | $3,387-92.4% | $5,433-95.3% | $2,342-89.1% |
| Participant deferral / active EE | $5,123 | $3,086+66.0% | $4,939+3.7% | $3,332+53.8% |
| Admin fee / account holder | $190 | $5,698-96.7% | $13,880-98.6% | $4,645-95.9% |