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 | $67,119 | $58,828+14.1% | $77,999-13.9% | $62,891+6.7% |
| Participation rate | 58.3% | 71.1%-12.7pp | 75.5%-17.2pp | 69.3%-11.0pp |
| Annual return | 6.55% | 17.16%-10.6pp | 425.96%-419.4pp | 20.14%-13.6pp |
| Employer contribution / active EE | $245 | $1,672-85.4% | $2,470-90.1% | $2,281-89.3% |
| Participant deferral / active EE | $1,490 | $2,686-44.5% | $3,497-57.4% | $3,203-53.5% |
| Admin fee / account holder | $258 | $4,393-94.1% | $5,480-95.3% | $4,296-94.0% |