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 | $14,108 | $65,685-78.5% | $57,179-75.3% | $273,961-94.9% |
| Participation rate | 58.8% | 78.3%-19.5pp | 75.3%-16.5pp | 83.0%-24.2pp |
| Annual return | 7.13% | 21.99%-14.9pp | 14.59%-7.5pp | 41.45%-34.3pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,227 | $3,782-14.7% | $3,096+4.2% | $5,287-39.0% |
| Admin fee / account holder | $172 | $4,835-96.4% | $3,139-94.5% | $10,132-98.3% |