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 | $43,289 | $76,367-43.3% | $93,606-53.8% | $72,985-40.7% |
| Participation rate | 23.1% | 71.7%-48.7pp | 75.8%-52.8pp | 69.5%-46.4pp |
| Annual return | 23.69% | 25.82%-2.1pp | 32.76%-9.1pp | 81.00%-57.3pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,375 | $3,538-32.9% | $4,069-41.6% | $3,607-34.2% |
| Admin fee / account holder | $225 | $6,838-96.7% | $7,888-97.1% | $5,124-95.6% |