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 | $26,609 | $27,839-4.4% | $58,482-54.5% | $71,457-62.8% |
| Participation rate | 12.0% | 34.5%-22.6pp | 50.9%-38.9pp | 67.9%-55.9pp |
| Annual return | 24.71% | 26.81%-2.1pp | 4239.32%-4214.6pp | 28.85%-4.1pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,053-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $410 | $1,206-66.0% | $1,924-78.7% | $4,289-90.4% |
| Admin fee / account holder | $121 | $1,641-92.6% | $2,516-95.2% | $1,587-92.4% |