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 | $31,458 | $176,812-82.2% | $146,665-78.6% | $167,490-81.2% |
| Participation rate | 40.0% | 83.6%-43.6pp | 80.1%-40.1pp | 82.1%-42.1pp |
| Annual return | 20.67% | 24.03%-3.4pp | 22.74%-2.1pp | 478.56%-457.9pp |
| Employer contribution / active EE | $0 | $5,160-100.0% | $4,136-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,031 | $6,440-68.5% | $5,506-63.1% | $6,341-68.0% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |