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 | $59,641 | $133,958-55.5% | $112,228-46.9% | $134,475-55.6% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | 5.08% | 47.11%-42.0pp | 27.45%-22.4pp | 417.96%-412.9pp |
| Employer contribution / active EE | $588 | $4,038-85.4% | $3,635-83.8% | $4,740-87.6% |
| Participant deferral / active EE | $2,495 | $5,291-52.8% | $4,728-47.2% | $6,400-61.0% |
| Admin fee / account holder | $242 | $7,489-96.8% | $6,410-96.2% | $11,426-97.9% |