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 | $26,785 | $48,076-44.3% | $78,689-66.0% | $62,891-57.4% |
| Participation rate | 55.2% | 65.2%-10.0pp | 73.6%-18.4pp | 69.3%-14.1pp |
| Annual return | 4.60% | 31.35%-26.7pp | 62.18%-57.6pp | 20.14%-15.5pp |
| Employer contribution / active EE | $175 | $2,015-91.3% | $2,851-93.9% | $2,281-92.3% |
| Participant deferral / active EE | $915 | $2,588-64.6% | $3,517-74.0% | $3,203-71.4% |
| Admin fee / account holder | $174 | $3,207-94.6% | $4,510-96.1% | $4,296-96.0% |