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 | $48,376 | $99,341-51.3% | $84,750-42.9% | $273,961-82.3% |
| Participation rate | 33.3% | 80.7%-47.4pp | 76.6%-43.3pp | 83.0%-49.7pp |
| Annual return | 7.68% | 22.93%-15.2pp | 22.78%-15.1pp | 41.45%-33.8pp |
| Employer contribution / active EE | $532 | $4,214-87.4% | $3,574-85.1% | $4,869-89.1% |
| Participant deferral / active EE | $2,803 | $4,269-34.3% | $3,712-24.5% | $5,287-47.0% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |