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 | $31,950 | $77,634-58.8% | $156,549-79.6% | $62,891-49.2% |
| Participation rate | 51.4% | 71.2%-19.8pp | 84.0%-32.6pp | 69.3%-17.9pp |
| Annual return | 8.38% | 50.32%-41.9pp | 32.23%-23.8pp | 20.14%-11.8pp |
| Employer contribution / active EE | $194 | $3,444-94.4% | $5,501-96.5% | $2,281-91.5% |
| Participant deferral / active EE | $2,055 | $3,045-32.5% | $4,871-57.8% | $3,203-35.8% |
| Admin fee / account holder | $79 | $5,561-98.6% | $13,027-99.4% | $4,296-98.2% |