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 | $32,461 | $96,557-66.4% | $80,975-59.9% | $273,961-88.2% |
| Participation rate | 12.5% | 79.1%-66.6pp | 75.8%-63.3pp | 83.0%-70.5pp |
| Annual return | 10.51% | 15.14%-4.6pp | 17.10%-6.6pp | 41.45%-30.9pp |
| Employer contribution / active EE | $442 | $4,868-90.9% | $3,714-88.1% | $4,869-90.9% |
| Participant deferral / active EE | $1,769 | $6,598-73.2% | $5,696-68.9% | $5,287-66.5% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |