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 | $44,787 | $99,652-55.1% | $78,778-43.1% | $147,584-69.7% |
| Participation rate | 41.2% | 76.2%-35.1pp | 69.2%-28.0pp | 82.8%-41.7pp |
| Annual return | 16.66% | 47.28%-30.6pp | 35.62%-19.0pp | 578.55%-561.9pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,091 | $3,664-70.2% | $2,958-63.1% | $5,439-79.9% |
| Admin fee / account holder | $212 | $7,155-97.0% | $5,134-95.9% | $10,885-98.1% |