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 | $26,055 | $51,708-49.6% | $106,619-75.6% | $62,891-58.6% |
| Participation rate | 10.0% | 66.9%-56.9pp | 78.0%-68.0pp | 69.3%-59.3pp |
| Annual return | 12.61% | 4.69%+7.9pp | 9.42%+3.2pp | 20.14%-7.5pp |
| Employer contribution / active EE | $328 | $1,764-81.4% | $3,947-91.7% | $2,281-85.6% |
| Participant deferral / active EE | $1,067 | $2,315-53.9% | $3,930-72.9% | $3,203-66.7% |
| Admin fee / account holder | $140 | $3,349-95.8% | $6,418-97.8% | $4,296-96.7% |