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 | $30,867 | $136,307-77.4% | $106,619-71.0% | $273,961-88.7% |
| Participation rate | 61.5% | 84.8%-23.2pp | 78.0%-16.5pp | 83.0%-21.5pp |
| Annual return | 3.80% | 11.05%-7.3pp | 9.42%-5.6pp | 41.45%-37.7pp |
| Employer contribution / active EE | $650 | $5,190-87.5% | $3,947-83.5% | $4,869-86.6% |
| Participant deferral / active EE | $2,090 | $4,969-57.9% | $3,930-46.8% | $5,287-60.5% |
| Admin fee / account holder | $246 | $8,625-97.2% | $6,418-96.2% | $10,132-97.6% |