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 | $40,288 | $57,065-29.4% | $75,670-46.8% | $70,131-42.6% |
| Participation rate | 46.2% | 68.1%-21.9pp | 72.3%-26.2pp | 69.5%-23.4pp |
| Annual return | 13.12% | 23.57%-10.4pp | 27.34%-14.2pp | 73.14%-60.0pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,867 | $2,580-27.6% | $3,142-40.6% | $3,332-44.0% |
| Admin fee / account holder | $83 | $3,825-97.8% | $5,800-98.6% | $4,645-98.2% |