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 | $17,806 | $96,557-81.6% | $80,975-78.0% | $273,961-93.5% |
| Participation rate | 40.0% | 79.1%-39.1pp | 75.8%-35.8pp | 83.0%-43.0pp |
| Annual return | 12.47% | 15.14%-2.7pp | 17.10%-4.6pp | 41.45%-29.0pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,734 | $6,598-73.7% | $5,696-69.6% | $5,287-67.2% |
| Admin fee / account holder | $202 | $7,492-97.3% | $5,516-96.3% | $10,132-98.0% |