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 | $26,524 | $63,355-58.1% | $91,989-71.2% | $72,985-63.7% |
| Participation rate | 44.9% | 72.5%-27.6pp | 78.6%-33.7pp | 69.5%-24.6pp |
| Annual return | 23.53% | 35.35%-11.8pp | 69.02%-45.5pp | 81.00%-57.5pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,501 | $4,883-48.8% | $5,923-57.8% | $3,607-30.7% |
| Admin fee / account holder | $157 | $4,668-96.6% | $7,743-98.0% | $5,124-96.9% |