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 | $28,531 | $58,208-51.0% | $81,812-65.1% | $80,856-64.7% |
| Participation rate | 20.0% | 63.4%-43.4pp | 72.3%-52.3pp | 67.6%-47.6pp |
| Annual return | 11.92% | 41.66%-29.7pp | 773.79%-761.9pp | 35.59%-23.7pp |
| Employer contribution / active EE | $163 | $2,340-93.0% | $2,912-94.4% | $2,755-94.1% |
| Participant deferral / active EE | $810 | $3,281-75.3% | $4,319-81.2% | $4,296-81.1% |
| Admin fee / account holder | $0 | $4,981-100.0% | $7,386-100.0% | $6,918-100.0% |