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 | $22,456 | $96,557-76.7% | $80,975-72.3% | $273,961-91.8% |
| Participation rate | 60.0% | 79.1%-19.1pp | 75.8%-15.8pp | 83.0%-23.0pp |
| Annual return | 6.71% | 15.14%-8.4pp | 17.10%-10.4pp | 41.45%-34.7pp |
| Employer contribution / active EE | $280 | $4,868-94.3% | $3,714-92.5% | $4,869-94.3% |
| Participant deferral / active EE | $2,632 | $6,598-60.1% | $5,696-53.8% | $5,287-50.2% |
| Admin fee / account holder | $27 | $7,492-99.6% | $5,516-99.5% | $10,132-99.7% |