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 | $23,692 | $99,341-76.2% | $84,750-72.0% | $273,961-91.4% |
| Participation rate | 38.5% | 80.7%-42.2pp | 76.6%-38.1pp | 83.0%-44.6pp |
| Annual return | 6.48% | 22.93%-16.4pp | 22.78%-16.3pp | 41.45%-35.0pp |
| Employer contribution / active EE | $564 | $4,214-86.6% | $3,574-84.2% | $4,869-88.4% |
| Participant deferral / active EE | $1,162 | $4,269-72.8% | $3,712-68.7% | $5,287-78.0% |
| Admin fee / account holder | $17 | $6,644-99.7% | $5,332-99.7% | $10,132-99.8% |