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 | $34,067 | $99,341-65.7% | $84,750-59.8% | $273,961-87.6% |
| Participation rate | 37.5% | 80.7%-43.2pp | 76.6%-39.1pp | 83.0%-45.5pp |
| Annual return | 6.01% | 22.93%-16.9pp | 22.78%-16.8pp | 41.45%-35.4pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,666 | $4,269-37.5% | $3,712-28.2% | $5,287-49.6% |
| Admin fee / account holder | $42 | $6,644-99.4% | $5,332-99.2% | $10,132-99.6% |