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 | $24,554 | $43,075-43.0% | $74,583-67.1% | $62,891-61.0% |
| Participation rate | 39.0% | 58.1%-19.1pp | 68.1%-29.1pp | 69.3%-30.3pp |
| Annual return | 8.10% | 17.50%-9.4pp | 20.47%-12.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $115 | $1,498-92.3% | $2,525-95.4% | $2,281-94.9% |
| Participant deferral / active EE | $1,040 | $2,389-56.5% | $3,458-69.9% | $3,203-67.5% |
| Admin fee / account holder | $237 | $2,840-91.6% | $4,138-94.3% | $4,296-94.5% |