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 | $45,147 | $76,552-41.0% | $123,892-63.6% | $62,891-28.2% |
| Participation rate | 60.5% | 73.0%-12.5pp | 81.4%-20.9pp | 69.3%-8.8pp |
| Annual return | 7.57% | 18.68%-11.1pp | 47.52%-39.9pp | 20.14%-12.6pp |
| Employer contribution / active EE | $433 | $2,883-85.0% | $4,617-90.6% | $2,281-81.0% |
| Participant deferral / active EE | $3,224 | $4,840-33.4% | $5,984-46.1% | $3,203+0.7% |
| Admin fee / account holder | $114 | $4,826-97.6% | $8,357-98.6% | $4,296-97.3% |