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 | $33,526 | $46,869-28.5% | $122,332-72.6% | $70,131-52.2% |
| Participation rate | 31.6% | 58.2%-26.6pp | 71.6%-40.1pp | 69.5%-38.0pp |
| Annual return | 13.10% | 24.22%-11.1pp | 30.27%-17.2pp | 73.14%-60.0pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,155 | $2,166-46.7% | $3,287-64.9% | $3,332-65.3% |
| Admin fee / account holder | $51 | $3,322-98.5% | $5,478-99.1% | $4,645-98.9% |