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 | $24,974 | $58,828-57.5% | $77,999-68.0% | $62,891-60.3% |
| Participation rate | 56.9% | 71.1%-14.2pp | 75.5%-18.7pp | 69.3%-12.4pp |
| Annual return | 8.20% | 17.16%-9.0pp | 425.96%-417.8pp | 20.14%-11.9pp |
| Employer contribution / active EE | $289 | $1,672-82.7% | $2,470-88.3% | $2,281-87.3% |
| Participant deferral / active EE | $1,146 | $2,686-57.3% | $3,497-67.2% | $3,203-64.2% |
| Admin fee / account holder | $261 | $4,393-94.1% | $5,480-95.2% | $4,296-93.9% |