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 | $50,225 | $132,239-62.0% | $105,722-52.5% | $273,961-81.7% |
| Participation rate | 57.1% | 83.2%-26.1pp | 78.9%-21.8pp | 83.0%-25.9pp |
| Annual return | 7.24% | 10.07%-2.8pp | 12.25%-5.0pp | 41.45%-34.2pp |
| Employer contribution / active EE | $191 | $4,867-96.1% | $4,079-95.3% | $4,869-96.1% |
| Participant deferral / active EE | $2,040 | $6,233-67.3% | $5,326-61.7% | $5,287-61.4% |
| Admin fee / account holder | $45 | $12,032-99.6% | $8,308-99.5% | $10,132-99.6% |