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 | $29,470 | $112,881-73.9% | $90,951-67.6% | $158,922-81.5% |
| Participation rate | 35.0% | 74.7%-39.7pp | 69.0%-34.0pp | 82.0%-47.0pp |
| Annual return | 13.29% | 215.79%-202.5pp | 134.60%-121.3pp | 302.83%-289.5pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,060 | $4,128-74.3% | $3,373-68.6% | $5,982-82.3% |
| Admin fee / account holder | $209 | $8,041-97.4% | $5,959-96.5% | $11,246-98.1% |