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 | $16,322 | $91,190-82.1% | $178,490-90.9% | $79,858-79.6% |
| Participation rate | 63.1% | 69.2%-6.1pp | 81.9%-18.8pp | 69.6%-6.5pp |
| Annual return | 18.96% | 24.19%-5.2pp | 151.07%-132.1pp | 31.71%-12.8pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,037 | $3,236-37.0% | $5,202-60.8% | $3,740-45.5% |
| Admin fee / account holder | $218 | $6,751-96.8% | $13,984-98.4% | $5,306-95.9% |