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 | $20,138 | $115,882-82.6% | $100,516-80.0% | $158,922-87.3% |
| Participation rate | 52.9% | 81.6%-28.6pp | 79.4%-26.5pp | 82.0%-29.0pp |
| Annual return | 21.15% | 34.79%-13.6pp | 30.89%-9.7pp | 302.83%-281.7pp |
| Employer contribution / active EE | $258 | $4,103-93.7% | $3,418-92.4% | $4,761-94.6% |
| Participant deferral / active EE | $3,866 | $6,674-42.1% | $6,270-38.3% | $5,982-35.4% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |