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 | $30,729 | $83,337-63.1% | $67,834-54.7% | $273,961-88.8% |
| Participation rate | 23.1% | 76.4%-53.4pp | 68.8%-45.7pp | 83.0%-59.9pp |
| Annual return | 6.23% | 259.45%-253.2pp | 138.47%-132.2pp | 41.45%-35.2pp |
| Employer contribution / active EE | $208 | $3,287-93.7% | $2,403-91.3% | $4,869-95.7% |
| Participant deferral / active EE | $1,926 | $4,088-52.9% | $3,160-39.0% | $5,287-63.6% |
| Admin fee / account holder | $65 | $6,752-99.0% | $4,622-98.6% | $10,132-99.4% |