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 | $52,460 | $81,248-35.4% | $155,509-66.3% | $80,856-35.1% |
| Participation rate | 29.6% | 66.2%-36.6pp | 78.2%-48.6pp | 67.6%-38.0pp |
| Annual return | 11.99% | 33.31%-21.3pp | 64.67%-52.7pp | 35.59%-23.6pp |
| Employer contribution / active EE | $90 | $3,100-97.1% | $4,672-98.1% | $2,755-96.7% |
| Participant deferral / active EE | $1,792 | $3,452-48.1% | $5,626-68.2% | $4,296-58.3% |
| Admin fee / account holder | $41 | $7,997-99.5% | $15,912-99.7% | $6,918-99.4% |