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 | $18,223 | $45,073-59.6% | $69,455-73.8% | $72,985-75.0% |
| Participation rate | 34.1% | 68.5%-34.4pp | 74.6%-40.5pp | 69.5%-35.4pp |
| Annual return | 21.52% | 22.65%-1.1pp | 28.97%-7.4pp | 81.00%-59.5pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $882 | $2,602-66.1% | $3,535-75.0% | $3,607-75.5% |
| Admin fee / account holder | $271 | $3,056-91.1% | $3,839-93.0% | $5,124-94.7% |