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 | $36,729 | $96,557-62.0% | $80,975-54.6% | $273,961-86.6% |
| Participation rate | 34.8% | 79.1%-44.3pp | 75.8%-41.0pp | 83.0%-48.2pp |
| Annual return | 4.53% | 15.14%-10.6pp | 17.10%-12.6pp | 41.45%-36.9pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,675 | $6,598-59.5% | $5,696-53.0% | $5,287-49.4% |
| Admin fee / account holder | $15 | $7,492-99.8% | $5,516-99.7% | $10,132-99.9% |