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 | $26,380 | $172,111-84.7% | $150,298-82.4% | $137,256-80.8% |
| Participation rate | 47.4% | 81.7%-34.3pp | 77.8%-30.4pp | 80.0%-32.6pp |
| Annual return | 15.28% | 69.37%-54.1pp | 62.79%-47.5pp | 220.34%-205.1pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,249 | $6,166-63.5% | $5,453-58.7% | $6,407-64.9% |
| Admin fee / account holder | $4 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |