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 | $34,169 | $59,839-42.9% | $81,983-58.3% | $79,858-57.2% |
| Participation rate | 33.3% | 61.6%-28.3pp | 69.2%-35.9pp | 69.6%-36.3pp |
| Annual return | 10.83% | 17.56%-6.7pp | 41.31%-30.5pp | 31.71%-20.9pp |
| Employer contribution / active EE | $77 | $1,713-95.5% | $2,498-96.9% | $2,471-96.9% |
| Participant deferral / active EE | $1,394 | $2,695-48.3% | $3,722-62.5% | $3,740-62.7% |
| Admin fee / account holder | $252 | $4,287-94.1% | $5,664-95.6% | $5,306-95.3% |