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 | $33,753 | $59,839-43.6% | $81,983-58.8% | $79,858-57.7% |
| Participation rate | 30.8% | 61.6%-30.8pp | 69.2%-38.5pp | 69.6%-38.9pp |
| Annual return | 12.52% | 17.56%-5.0pp | 41.31%-28.8pp | 31.71%-19.2pp |
| Employer contribution / active EE | $207 | $1,713-87.9% | $2,498-91.7% | $2,471-91.6% |
| Participant deferral / active EE | $935 | $2,695-65.3% | $3,722-74.9% | $3,740-75.0% |
| Admin fee / account holder | -$40 | $4,287-100.9% | $5,664-100.7% | $5,306-100.8% |