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 | $45,916 | $153,311-70.1% | $109,313-58.0% | $273,961-83.2% |
| Participation rate | 66.7% | 80.1%-13.4pp | 71.3%-4.6pp | 83.0%-16.3pp |
| Annual return | 5.62% | 29.86%-24.2pp | 22.07%-16.5pp | 41.45%-35.8pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,730 | $3,932-56.0% | $3,166-45.4% | $5,287-67.3% |
| Admin fee / account holder | $280 | $8,076-96.5% | $5,666-95.1% | $10,132-97.2% |