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 | $45,253 | $83,477-45.8% | $125,175-63.8% | $72,985-38.0% |
| Participation rate | 45.5% | 73.3%-27.9pp | 79.8%-34.3pp | 69.5%-24.0pp |
| Annual return | 18.19% | 25.78%-7.6pp | 43.79%-25.6pp | 81.00%-62.8pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,096 | $3,585+14.2% | $4,937-17.0% | $3,607+13.5% |
| Admin fee / account holder | $214 | $5,517-96.1% | $9,702-97.8% | $5,124-95.8% |