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 | $15,528 | $45,073-65.6% | $69,455-77.6% | $72,985-78.7% |
| Participation rate | 37.8% | 68.5%-30.7pp | 74.6%-36.8pp | 69.5%-31.6pp |
| Annual return | 33.35% | 22.65%+10.7pp | 28.97%+4.4pp | 81.00%-47.6pp |
| Employer contribution / active EE | $363 | $2,054-82.3% | $2,779-86.9% | $2,440-85.1% |
| Participant deferral / active EE | $1,084 | $2,602-58.3% | $3,535-69.3% | $3,607-70.0% |
| Admin fee / account holder | $77 | $3,056-97.5% | $3,839-98.0% | $5,124-98.5% |