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 | $45,614 | $74,927-39.1% | $101,794-55.2% | $84,808-46.2% |
| Participation rate | 50.0% | 61.4%-11.4pp | 69.2%-19.2pp | 68.3%-18.3pp |
| Annual return | 15.18% | 18.70%-3.5pp | 30.53%-15.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $61 | $1,522-96.0% | $2,289-97.3% | $2,631-97.7% |
| Participant deferral / active EE | $2,590 | $3,099-16.4% | $4,084-36.6% | $4,212-38.5% |
| Admin fee / account holder | $267 | $6,514-95.9% | $8,777-97.0% | $7,344-96.4% |