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 | $32,230 | $106,515-69.7% | $96,683-66.7% | $139,434-76.9% |
| Participation rate | 54.5% | 77.8%-23.3pp | 74.3%-19.8pp | 80.3%-25.8pp |
| Annual return | 18.43% | 38.43%-20.0pp | 35.69%-17.3pp | 372.94%-354.5pp |
| Employer contribution / active EE | $735 | $4,103-82.1% | $3,737-80.3% | $4,751-84.5% |
| Participant deferral / active EE | $1,886 | $5,454-65.4% | $4,878-61.3% | $6,710-71.9% |
| Admin fee / account holder | $243 | $7,877-96.9% | $6,730-96.4% | $11,403-97.9% |