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 | $26,446 | $99,341-73.4% | $84,750-68.8% | $273,961-90.3% |
| Participation rate | 14.3% | 80.7%-66.4pp | 76.6%-62.3pp | 83.0%-68.7pp |
| Annual return | 6.61% | 22.93%-16.3pp | 22.78%-16.2pp | 41.45%-34.8pp |
| Employer contribution / active EE | $418 | $4,214-90.1% | $3,574-88.3% | $4,869-91.4% |
| Participant deferral / active EE | $1,151 | $4,269-73.0% | $3,712-69.0% | $5,287-78.2% |
| Admin fee / account holder | $95 | $6,644-98.6% | $5,332-98.2% | $10,132-99.1% |