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 | $21,103 | $99,341-78.8% | $84,750-75.1% | $273,961-92.3% |
| Participation rate | 31.3% | 80.7%-49.4pp | 76.6%-45.3pp | 83.0%-51.8pp |
| Annual return | 10.16% | 22.93%-12.8pp | 22.78%-12.6pp | 41.45%-31.3pp |
| Employer contribution / active EE | $394 | $4,214-90.7% | $3,574-89.0% | $4,869-91.9% |
| Participant deferral / active EE | $1,052 | $4,269-75.4% | $3,712-71.7% | $5,287-80.1% |
| Admin fee / account holder | $48 | $6,644-99.3% | $5,332-99.1% | $10,132-99.5% |