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 | $64,310 | $45,073+42.7% | $69,455-7.4% | $72,985-11.9% |
| Participation rate | 20.0% | 68.5%-48.5pp | 74.6%-54.6pp | 69.5%-49.5pp |
| Annual return | 30.16% | 22.65%+7.5pp | 28.97%+1.2pp | 81.00%-50.8pp |
| Employer contribution / active EE | $302 | $2,054-85.3% | $2,779-89.1% | $2,440-87.6% |
| Participant deferral / active EE | $3,216 | $2,602+23.6% | $3,535-9.0% | $3,607-10.9% |
| Admin fee / account holder | $0 | $3,056-100.0% | $3,839-100.0% | $5,124-100.0% |