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 | $33,911 | $99,341-65.9% | $84,750-60.0% | $273,961-87.6% |
| Participation rate | 15.4% | 80.7%-65.3pp | 76.6%-61.2pp | 83.0%-67.6pp |
| Annual return | 8.25% | 22.93%-14.7pp | 22.78%-14.5pp | 41.45%-33.2pp |
| Employer contribution / active EE | $317 | $4,214-92.5% | $3,574-91.1% | $4,869-93.5% |
| Participant deferral / active EE | $1,643 | $4,269-61.5% | $3,712-55.7% | $5,287-68.9% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |