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 | $11,045 | $39,122-71.8% | $57,179-80.7% | $62,891-82.4% |
| Participation rate | 14.0% | 70.5%-56.5pp | 75.3%-61.3pp | 69.3%-55.3pp |
| Annual return | 36.31% | 9.23%+27.1pp | 14.59%+21.7pp | 20.14%+16.2pp |
| Employer contribution / active EE | $147 | $1,874-92.2% | $2,682-94.5% | $2,281-93.6% |
| Participant deferral / active EE | $987 | $2,374-58.4% | $3,096-68.1% | $3,203-69.2% |
| Admin fee / account holder | $80 | $2,592-96.9% | $3,139-97.5% | $4,296-98.1% |