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 | $11,356 | $46,553-75.6% | $64,056-82.3% | $75,163-84.9% |
| Participation rate | 45.2% | 65.9%-20.8pp | 72.3%-27.1pp | 67.2%-22.0pp |
| Annual return | 14.62% | 26.03%-11.4pp | 33.69%-19.1pp | 160.62%-146.0pp |
| Employer contribution / active EE | $286 | $1,974-85.5% | $2,747-89.6% | $2,670-89.3% |
| Participant deferral / active EE | $773 | $2,837-72.8% | $3,880-80.1% | $4,125-81.3% |
| Admin fee / account holder | $174 | $2,952-94.1% | $3,068-94.3% | $5,651-96.9% |