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 | $49,311 | $63,764-22.7% | $81,930-39.8% | $79,858-38.3% |
| Participation rate | 23.5% | 67.5%-44.0pp | 72.0%-48.5pp | 69.6%-46.1pp |
| Annual return | 18.40% | 22.66%-4.3pp | 29.49%-11.1pp | 31.71%-13.3pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,491 | $2,780-46.4% | $7,107-79.0% | $3,740-60.1% |
| Admin fee / account holder | $26 | $4,426-99.4% | $5,158-99.5% | $5,306-99.5% |