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 | $26,623 | $54,541-51.2% | $78,778-66.2% | $70,131-62.0% |
| Participation rate | 28.2% | 60.8%-32.6pp | 69.2%-41.0pp | 69.5%-41.3pp |
| Annual return | 21.58% | 21.07%+0.5pp | 35.62%-14.0pp | 73.14%-51.6pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,163 | $2,210-47.4% | $2,958-60.7% | $3,332-65.1% |
| Admin fee / account holder | $222 | $3,709-94.0% | $5,134-95.7% | $4,645-95.2% |