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 | $58,876 | $227,553-74.1% | $189,557-68.9% | $167,490-64.8% |
| Participation rate | 25.0% | 82.5%-57.5pp | 78.4%-53.4pp | 82.1%-57.1pp |
| Annual return | 17.42% | 78.40%-61.0pp | 64.17%-46.7pp | 478.56%-461.1pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,836 | $7,002-59.5% | $6,174-54.1% | $6,341-55.3% |
| Admin fee / account holder | $30 | $11,878-99.7% | $9,807-99.7% | $12,309-99.8% |