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 | $56,950 | $67,606-15.8% | $82,313-30.8% | $70,131-18.8% |
| Participation rate | 51.1% | 72.8%-21.7pp | 76.9%-25.8pp | 69.5%-18.4pp |
| Annual return | 15.26% | 21.57%-6.3pp | 25.88%-10.6pp | 73.14%-57.9pp |
| Employer contribution / active EE | $3 | $1,755-99.8% | $2,428-99.9% | $2,342-99.9% |
| Participant deferral / active EE | $1,874 | $2,987-37.3% | $3,706-49.4% | $3,332-43.7% |
| Admin fee / account holder | $19 | $4,512-99.6% | $5,608-99.7% | $4,645-99.6% |