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 | $31,390 | $62,672-49.9% | $185,117-83.0% | $70,131-55.2% |
| Participation rate | 69.2% | 63.8%+5.5pp | 77.3%-8.0pp | 69.5%-0.3pp |
| Annual return | 15.04% | 40.79%-25.8pp | 40.50%-25.5pp | 73.14%-58.1pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,493 | $3,272-54.4% | $5,045-70.4% | $3,332-55.2% |
| Admin fee / account holder | $199 | $3,932-94.9% | $8,159-97.6% | $4,645-95.7% |