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 | $45,719 | $58,512-21.9% | $84,015-45.6% | $72,985-37.4% |
| Participation rate | 38.1% | 61.2%-23.1pp | 69.0%-30.9pp | 69.5%-31.4pp |
| Annual return | 20.92% | 28.93%-8.0pp | 71.31%-50.4pp | 81.00%-60.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,847 | $2,394-22.8% | $3,239-43.0% | $3,607-48.8% |
| Admin fee / account holder | $113 | $4,569-97.5% | $6,101-98.1% | $5,124-97.8% |