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 | $32,320 | $101,069-68.0% | $81,478-60.3% | $147,584-78.1% |
| Participation rate | 38.9% | 74.5%-35.6pp | 68.0%-29.1pp | 82.8%-43.9pp |
| Annual return | 8.27% | 32.40%-24.1pp | 38.78%-30.5pp | 578.55%-570.3pp |
| Employer contribution / active EE | $0 | $3,205-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $919 | $4,242-78.3% | $3,537-74.0% | $5,439-83.1% |
| Admin fee / account holder | $159 | $5,812-97.3% | $4,561-96.5% | $10,885-98.5% |