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 | $60,244 | $106,749-43.6% | $145,433-58.6% | $82,448-26.9% |
| Participation rate | 37.2% | 75.6%-38.4pp | 82.1%-44.9pp | 68.1%-30.9pp |
| Annual return | 16.71% | 27.59%-10.9pp | 66.58%-49.9pp | 41.64%-24.9pp |
| Employer contribution / active EE | $198 | $3,444-94.3% | $4,554-95.7% | $2,551-92.3% |
| Participant deferral / active EE | $3,027 | $6,519-53.6% | $7,897-61.7% | $4,139-26.9% |
| Admin fee / account holder | $256 | $8,390-97.0% | $13,129-98.1% | $7,234-96.5% |