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 | $74,817 | $136,307-45.1% | $106,619-29.8% | $273,961-72.7% |
| Participation rate | 66.7% | 84.8%-18.1pp | 78.0%-11.3pp | 83.0%-16.3pp |
| Annual return | 9.54% | 11.05%-1.5pp | 9.42%+0.1pp | 41.45%-31.9pp |
| Employer contribution / active EE | $338 | $5,190-93.5% | $3,947-91.4% | $4,869-93.1% |
| Participant deferral / active EE | $3,897 | $4,969-21.6% | $3,930-0.9% | $5,287-26.3% |
| Admin fee / account holder | $30 | $8,625-99.6% | $6,418-99.5% | $10,132-99.7% |