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 | $44,820 | $99,341-54.9% | $84,750-47.1% | $273,961-83.6% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 5.57% | 22.93%-17.4pp | 22.78%-17.2pp | 41.45%-35.9pp |
| Employer contribution / active EE | $283 | $4,214-93.3% | $3,574-92.1% | $4,869-94.2% |
| Participant deferral / active EE | $1,809 | $4,269-57.6% | $3,712-51.3% | $5,287-65.8% |
| Admin fee / account holder | $133 | $6,644-98.0% | $5,332-97.5% | $10,132-98.7% |