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 | $31,805 | $78,422-59.4% | $95,952-66.9% | $79,858-60.2% |
| Participation rate | 64.0% | 73.5%-9.5pp | 77.1%-13.1pp | 69.6%-5.6pp |
| Annual return | 14.90% | 19.37%-4.5pp | 91.61%-76.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $366 | $1,945-81.2% | $2,541-85.6% | $2,471-85.2% |
| Participant deferral / active EE | $2,001 | $3,440-41.8% | $4,167-52.0% | $3,740-46.5% |
| Admin fee / account holder | $197 | $5,622-96.5% | $6,795-97.1% | $5,306-96.3% |