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 | $68,182 | $46,869+45.5% | $122,332-44.3% | $70,131-2.8% |
| Participation rate | 22.5% | 58.2%-35.7pp | 71.6%-49.1pp | 69.5%-47.0pp |
| Annual return | 15.29% | 24.22%-8.9pp | 30.27%-15.0pp | 73.14%-57.9pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,054 | $2,166-51.4% | $3,287-67.9% | $3,332-68.4% |
| Admin fee / account holder | $211 | $3,322-93.6% | $5,478-96.1% | $4,645-95.4% |