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 | $27,723 | $96,557-71.3% | $80,975-65.8% | $273,961-89.9% |
| Participation rate | 35.7% | 79.1%-43.4pp | 75.8%-40.1pp | 83.0%-47.3pp |
| Annual return | 4.85% | 15.14%-10.3pp | 17.10%-12.2pp | 41.45%-36.6pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,682 | $6,598-59.4% | $5,696-52.9% | $5,287-49.3% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |