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 | $29,169 | $76,367-61.8% | $93,606-68.8% | $72,985-60.0% |
| Participation rate | 62.5% | 71.7%-9.2pp | 75.8%-13.3pp | 69.5%-7.0pp |
| Annual return | 22.08% | 25.82%-3.7pp | 32.76%-10.7pp | 81.00%-58.9pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,383 | $3,538-60.9% | $4,069-66.0% | $3,607-61.7% |
| Admin fee / account holder | $119 | $6,838-98.3% | $7,888-98.5% | $5,124-97.7% |