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 | $25,754 | $77,634-66.8% | $156,549-83.5% | $62,891-59.0% |
| Participation rate | 51.0% | 71.2%-20.2pp | 84.0%-33.0pp | 69.3%-18.3pp |
| Annual return | 14.69% | 50.32%-35.6pp | 32.23%-17.5pp | 20.14%-5.5pp |
| Employer contribution / active EE | $215 | $3,444-93.8% | $5,501-96.1% | $2,281-90.6% |
| Participant deferral / active EE | $1,286 | $3,045-57.8% | $4,871-73.6% | $3,203-59.9% |
| Admin fee / account holder | $221 | $5,561-96.0% | $13,027-98.3% | $4,296-94.8% |