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 | $18,174 | $76,407-76.2% | $150,298-87.9% | $82,448-78.0% |
| Participation rate | 45.7% | 66.4%-20.7pp | 77.8%-32.0pp | 68.1%-22.4pp |
| Annual return | 14.92% | 39.99%-25.1pp | 62.79%-47.9pp | 41.64%-26.7pp |
| Employer contribution / active EE | $8 | $2,614-99.7% | $4,154-99.8% | $2,551-99.7% |
| Participant deferral / active EE | $951 | $3,214-70.4% | $5,453-82.6% | $4,139-77.0% |
| Admin fee / account holder | $298 | $6,352-95.3% | $14,116-97.9% | $7,234-95.9% |