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 | $26,211 | $127,386-79.4% | $115,037-77.2% | $125,391-79.1% |
| Participation rate | 15.8% | 84.2%-68.4pp | 81.4%-65.6pp | 83.2%-67.4pp |
| Annual return | 3.21% | 31.28%-28.1pp | 26.14%-22.9pp | 282.22%-279.0pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,210 | $6,423-65.6% | $6,026-63.3% | $5,352-58.7% |
| Admin fee / account holder | $2 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |