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 | $16,973 | $49,227-65.5% | $70,449-75.9% | $79,858-78.7% |
| Participation rate | 16.7% | 69.2%-52.5pp | 75.1%-58.4pp | 69.6%-53.0pp |
| Annual return | 6.09% | 30.06%-24.0pp | 109.03%-102.9pp | 31.71%-25.6pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,265 | $2,768-54.3% | $3,709-65.9% | $3,740-66.2% |
| Admin fee / account holder | $208 | $2,878-92.8% | $3,845-94.6% | $5,306-96.1% |