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 | $68,157 | $96,557-29.4% | $80,975-15.8% | $273,961-75.1% |
| Participation rate | 68.8% | 79.1%-10.3pp | 75.8%-7.1pp | 83.0%-14.3pp |
| Annual return | 5.72% | 15.14%-9.4pp | 17.10%-11.4pp | 41.45%-35.7pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,259 | $6,598-20.3% | $5,696-7.7% | $5,287-0.5% |
| Admin fee / account holder | $31 | $7,492-99.6% | $5,516-99.4% | $10,132-99.7% |