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 | $22,147 | $90,503-75.5% | $78,689-71.9% | $273,961-91.9% |
| Participation rate | 37.5% | 76.5%-39.0pp | 73.6%-36.1pp | 83.0%-45.5pp |
| Annual return | 2.14% | 75.60%-73.5pp | 62.18%-60.0pp | 41.45%-39.3pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,378 | $3,901-64.7% | $3,517-60.8% | $5,287-73.9% |
| Admin fee / account holder | $116 | $5,263-97.8% | $4,510-97.4% | $10,132-98.9% |