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 | $52,463 | $99,341-47.2% | $84,750-38.1% | $273,961-80.9% |
| Participation rate | 11.1% | 80.7%-69.6pp | 76.6%-65.5pp | 83.0%-71.9pp |
| Annual return | 10.12% | 22.93%-12.8pp | 22.78%-12.7pp | 41.45%-31.3pp |
| Employer contribution / active EE | $433 | $4,214-89.7% | $3,574-87.9% | $4,869-91.1% |
| Participant deferral / active EE | $1,878 | $4,269-56.0% | $3,712-49.4% | $5,287-64.5% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |