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 | $50,694 | $77,813-34.9% | $123,544-59.0% | $64,186-21.0% |
| Participation rate | 53.3% | 74.7%-21.4pp | 82.3%-29.0pp | 69.6%-16.2pp |
| Annual return | 15.13% | 12.48%+2.6pp | 119.20%-104.1pp | 7.63%+7.5pp |
| Employer contribution / active EE | $222 | $3,014-92.6% | $4,628-95.2% | $2,381-90.7% |
| Participant deferral / active EE | $2,284 | $5,240-56.4% | $6,426-64.5% | $3,470-34.2% |
| Admin fee / account holder | $15 | $5,519-99.7% | $9,284-99.8% | $4,888-99.7% |