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 | $39,711 | $76,552-48.1% | $123,892-67.9% | $62,891-36.9% |
| Participation rate | 51.1% | 73.0%-21.9pp | 81.4%-30.3pp | 69.3%-18.2pp |
| Annual return | 11.15% | 18.68%-7.5pp | 47.52%-36.4pp | 20.14%-9.0pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,569 | $4,840-5.6% | $5,984-23.7% | $3,203+42.6% |
| Admin fee / account holder | $175 | $4,826-96.4% | $8,357-97.9% | $4,296-95.9% |