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 | $25,584 | $81,248-68.5% | $155,509-83.5% | $80,856-68.4% |
| Participation rate | 30.0% | 66.2%-36.2pp | 78.2%-48.2pp | 67.6%-37.6pp |
| Annual return | 10.92% | 33.31%-22.4pp | 64.67%-53.7pp | 35.59%-24.7pp |
| Employer contribution / active EE | $198 | $3,100-93.6% | $4,672-95.8% | $2,755-92.8% |
| Participant deferral / active EE | $3,526 | $3,452+2.1% | $5,626-37.3% | $4,296-17.9% |
| Admin fee / account holder | $269 | $7,997-96.6% | $15,912-98.3% | $6,918-96.1% |