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 | $36,243 | $58,828-38.4% | $77,999-53.5% | $62,891-42.4% |
| Participation rate | 39.5% | 71.1%-31.6pp | 75.5%-36.0pp | 69.3%-29.8pp |
| Annual return | 6.30% | 17.16%-10.9pp | 425.96%-419.7pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,550 | $2,686-42.3% | $3,497-55.7% | $3,203-51.6% |
| Admin fee / account holder | $233 | $4,393-94.7% | $5,480-95.7% | $4,296-94.6% |