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 | $52,582 | $67,606-22.2% | $82,313-36.1% | $70,131-25.0% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.9%-26.9pp | 69.5%-19.5pp |
| Annual return | 14.71% | 21.57%-6.9pp | 25.88%-11.2pp | 73.14%-58.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,723 | $2,987-42.3% | $3,706-53.5% | $3,332-48.3% |
| Admin fee / account holder | $185 | $4,512-95.9% | $5,608-96.7% | $4,645-96.0% |