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 | $33,099 | $131,829-74.9% | $108,579-69.5% | $273,961-87.9% |
| Participation rate | 38.5% | 83.5%-45.0pp | 79.6%-41.1pp | 83.0%-44.6pp |
| Annual return | 8.68% | -91.57%+100.3pp | -51.70%+60.4pp | 41.45%-32.8pp |
| Employer contribution / active EE | $621 | $4,912-87.4% | $3,758-83.5% | $4,869-87.3% |
| Participant deferral / active EE | $2,126 | $5,127-58.5% | $4,311-50.7% | $5,287-59.8% |
| Admin fee / account holder | $63 | $10,252-99.4% | $7,645-99.2% | $10,132-99.4% |