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 | $21,939 | $76,552-71.3% | $123,892-82.3% | $62,891-65.1% |
| Participation rate | 19.4% | 73.0%-53.6pp | 81.4%-62.1pp | 69.3%-50.0pp |
| Annual return | 15.17% | 18.68%-3.5pp | 47.52%-32.4pp | 20.14%-5.0pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,259 | $4,840-53.3% | $5,984-62.2% | $3,203-29.5% |
| Admin fee / account holder | $89 | $4,826-98.2% | $8,357-98.9% | $4,296-97.9% |