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 | $17,070 | $31,388-45.6% | $73,545-76.8% | $62,292-72.6% |
| Participation rate | 39.0% | 39.9%-0.8pp | 54.9%-15.9pp | 69.5%-30.5pp |
| Annual return | 13.52% | 25.34%-11.8pp | -15.16%+28.7pp | 28.90%-15.4pp |
| Employer contribution / active EE | $0 | $498-100.0% | $1,219-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $590 | $1,028-42.6% | $1,806-67.3% | $3,169-81.4% |
| Admin fee / account holder | $279 | $299-6.8% | $2,320-88.0% | $479-41.8% |