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 | $61,150 | $109,413-44.1% | $156,263-60.9% | $84,808-27.9% |
| Participation rate | 44.0% | 72.7%-28.7pp | 78.9%-34.9pp | 68.3%-24.3pp |
| Annual return | 14.70% | 20.18%-5.5pp | 59.47%-44.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $749 | $2,907-74.2% | $4,333-82.7% | $2,631-71.5% |
| Participant deferral / active EE | $2,446 | $4,590-46.7% | $6,158-60.3% | $4,212-41.9% |
| Admin fee / account holder | $100 | $9,357-98.9% | $14,255-99.3% | $7,344-98.6% |