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 | $28,273 | $77,634-63.6% | $156,549-81.9% | $62,891-55.0% |
| Participation rate | 42.0% | 71.2%-29.2pp | 84.0%-42.0pp | 69.3%-27.3pp |
| Annual return | 5.75% | 50.32%-44.6pp | 32.23%-26.5pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,124 | $3,045-63.1% | $4,871-76.9% | $3,203-64.9% |
| Admin fee / account holder | $263 | $5,561-95.3% | $13,027-98.0% | $4,296-93.9% |