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 | $21,584 | $99,341-78.3% | $84,750-74.5% | $273,961-92.1% |
| Participation rate | 26.1% | 80.7%-54.6pp | 76.6%-50.5pp | 83.0%-56.9pp |
| Annual return | 7.26% | 22.93%-15.7pp | 22.78%-15.5pp | 41.45%-34.2pp |
| Employer contribution / active EE | $315 | $4,214-92.5% | $3,574-91.2% | $4,869-93.5% |
| Participant deferral / active EE | $1,554 | $4,269-63.6% | $3,712-58.1% | $5,287-70.6% |
| Admin fee / account holder | $2 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |