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 | $30,821 | $135,952-77.3% | $123,892-75.1% | $273,961-88.7% |
| Participation rate | 40.0% | 84.1%-44.1pp | 81.4%-41.4pp | 83.0%-43.0pp |
| Annual return | 12.46% | 56.63%-44.2pp | 47.52%-35.1pp | 41.45%-29.0pp |
| Employer contribution / active EE | $200 | $5,170-96.1% | $4,617-95.7% | $4,869-95.9% |
| Participant deferral / active EE | $8,600 | $6,343+35.6% | $5,984+43.7% | $5,287+62.7% |
| Admin fee / account holder | $126 | $9,817-98.7% | $8,357-98.5% | $10,132-98.8% |