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 | $28,767 | $99,341-71.0% | $84,750-66.1% | $273,961-89.5% |
| Participation rate | 53.8% | 80.7%-26.8pp | 76.6%-22.7pp | 83.0%-29.2pp |
| Annual return | 7.57% | 22.93%-15.4pp | 22.78%-15.2pp | 41.45%-33.9pp |
| Employer contribution / active EE | $407 | $4,214-90.3% | $3,574-88.6% | $4,869-91.6% |
| Participant deferral / active EE | $3,248 | $4,269-23.9% | $3,712-12.5% | $5,287-38.6% |
| Admin fee / account holder | $28 | $6,644-99.6% | $5,332-99.5% | $10,132-99.7% |