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 | $52,773 | $57,065-7.5% | $75,670-30.3% | $70,131-24.8% |
| Participation rate | 24.5% | 68.1%-43.6pp | 72.3%-47.8pp | 69.5%-45.0pp |
| Annual return | 16.66% | 23.57%-6.9pp | 27.34%-10.7pp | 73.14%-56.5pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,336 | $2,580-48.2% | $3,142-57.5% | $3,332-59.9% |
| Admin fee / account holder | $23 | $3,825-99.4% | $5,800-99.6% | $4,645-99.5% |