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 | $30,211 | $95,416-68.3% | $185,823-83.7% | $85,850-64.8% |
| Participation rate | 29.5% | 68.8%-39.2pp | 81.7%-52.2pp | 69.3%-39.8pp |
| Annual return | 13.04% | 23.59%-10.5pp | 122.05%-109.0pp | 318.53%-305.5pp |
| Employer contribution / active EE | $207 | $3,314-93.7% | $5,167-96.0% | $2,565-91.9% |
| Participant deferral / active EE | $1,129 | $3,423-67.0% | $5,568-79.7% | $3,952-71.4% |
| Admin fee / account holder | $142 | $7,213-98.0% | $16,237-99.1% | $6,260-97.7% |