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 | $26,547 | $52,836-49.8% | $105,738-74.9% | $64,186-58.6% |
| Participation rate | 23.3% | 66.5%-43.3pp | 76.3%-53.1pp | 69.6%-46.3pp |
| Annual return | 8.27% | 14.30%-6.0pp | 6.27%+2.0pp | 7.63%+0.6pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $3,268-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,262 | $2,545-50.4% | $4,080-69.1% | $3,470-63.6% |
| Admin fee / account holder | $285 | $3,959-92.8% | $6,913-95.9% | $4,888-94.2% |