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 | $25,206 | $76,407-67.0% | $150,298-83.2% | $82,448-69.4% |
| Participation rate | 40.4% | 66.4%-26.0pp | 77.8%-37.3pp | 68.1%-27.6pp |
| Annual return | 16.20% | 39.99%-23.8pp | 62.79%-46.6pp | 41.64%-25.4pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,624 | $3,214-49.5% | $5,453-70.2% | $4,139-60.8% |
| Admin fee / account holder | $176 | $6,352-97.2% | $14,116-98.8% | $7,234-97.6% |