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 | $22,868 | $45,035-49.2% | $62,995-63.7% | $70,131-67.4% |
| Participation rate | 36.0% | 69.5%-33.5pp | 74.8%-38.8pp | 69.5%-33.5pp |
| Annual return | 11.28% | 18.76%-7.5pp | 87.57%-76.3pp | 73.14%-61.9pp |
| Employer contribution / active EE | $231 | $2,051-88.8% | $2,759-91.6% | $2,342-90.2% |
| Participant deferral / active EE | $1,264 | $2,465-48.7% | $3,329-62.0% | $3,332-62.1% |
| Admin fee / account holder | $267 | $2,834-90.6% | $3,600-92.6% | $4,645-94.3% |