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 | $22,482 | $93,346-75.9% | $71,796-68.7% | $273,961-91.8% |
| Participation rate | 41.2% | 76.5%-35.4pp | 69.1%-27.9pp | 83.0%-41.8pp |
| Annual return | 11.22% | 130.39%-119.2pp | 78.04%-66.8pp | 41.45%-30.2pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,428 | $3,475+27.4% | $2,794+58.5% | $5,287-16.2% |
| Admin fee / account holder | $99 | $6,571-98.5% | $4,815-97.9% | $10,132-99.0% |