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 | $31,801 | $54,541-41.7% | $78,778-59.6% | $70,131-54.7% |
| Participation rate | 35.7% | 60.8%-25.1pp | 69.2%-33.5pp | 69.5%-33.8pp |
| Annual return | 17.55% | 21.07%-3.5pp | 35.62%-18.1pp | 73.14%-55.6pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,458 | $2,210-34.0% | $2,958-50.7% | $3,332-56.2% |
| Admin fee / account holder | $282 | $3,709-92.4% | $5,134-94.5% | $4,645-93.9% |