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 | $27,458 | $88,707-69.0% | $74,183-63.0% | $273,961-90.0% |
| Participation rate | 33.3% | 79.4%-46.1pp | 76.6%-43.3pp | 83.0%-49.7pp |
| Annual return | 10.34% | 11.94%-1.6pp | 17.74%-7.4pp | 41.45%-31.1pp |
| Employer contribution / active EE | $275 | $3,159-91.3% | $2,370-88.4% | $4,869-94.4% |
| Participant deferral / active EE | $2,290 | $4,212-45.6% | $3,550-35.5% | $5,287-56.7% |
| Admin fee / account holder | $233 | $8,717-97.3% | $5,586-95.8% | $10,132-97.7% |