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 | $27,723 | $48,046-42.3% | $84,611-67.2% | $72,985-62.0% |
| Participation rate | 52.0% | 57.6%-5.6pp | 68.2%-16.2pp | 69.5%-17.5pp |
| Annual return | 22.76% | 37.38%-14.6pp | 258.74%-236.0pp | 81.00%-58.2pp |
| Employer contribution / active EE | $163 | $1,602-89.8% | $2,652-93.8% | $2,440-93.3% |
| Participant deferral / active EE | $2,491 | $2,680-7.1% | $3,899-36.1% | $3,607-31.0% |
| Admin fee / account holder | $181 | $3,395-94.7% | $4,912-96.3% | $5,124-96.5% |