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 | $20,938 | $88,707-76.4% | $74,183-71.8% | $273,961-92.4% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 7.33% | 11.94%-4.6pp | 17.74%-10.4pp | 41.45%-34.1pp |
| Employer contribution / active EE | $435 | $3,159-86.2% | $2,370-81.6% | $4,869-91.1% |
| Participant deferral / active EE | $1,429 | $4,212-66.1% | $3,550-59.8% | $5,287-73.0% |
| Admin fee / account holder | $146 | $8,717-98.3% | $5,586-97.4% | $10,132-98.6% |