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 | $140,952 | $58,828+139.6% | $77,999+80.7% | $62,891+124.1% |
| Participation rate | 63.0% | 71.1%-8.1pp | 75.5%-12.6pp | 69.3%-6.3pp |
| Annual return | 7.84% | 17.16%-9.3pp | 425.96%-418.1pp | 20.14%-12.3pp |
| Employer contribution / active EE | $134 | $1,672-92.0% | $2,470-94.6% | $2,281-94.1% |
| Participant deferral / active EE | $3,463 | $2,686+28.9% | $3,497-1.0% | $3,203+8.1% |
| Admin fee / account holder | $129 | $4,393-97.1% | $5,480-97.6% | $4,296-97.0% |