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 | $28,397 | $48,076-40.9% | $78,689-63.9% | $62,891-54.8% |
| Participation rate | 54.1% | 65.2%-11.2pp | 73.6%-19.5pp | 69.3%-15.3pp |
| Annual return | 7.83% | 31.35%-23.5pp | 62.18%-54.3pp | 20.14%-12.3pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,946 | $2,588-24.8% | $3,517-44.7% | $3,203-39.3% |
| Admin fee / account holder | $92 | $3,207-97.1% | $4,510-98.0% | $4,296-97.8% |