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 | $46,813 | $54,541-14.2% | $78,778-40.6% | $70,131-33.2% |
| Participation rate | 68.8% | 60.8%+8.0pp | 69.2%-0.4pp | 69.5%-0.8pp |
| Annual return | 14.56% | 21.07%-6.5pp | 35.62%-21.1pp | 73.14%-58.6pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,124 | $2,210-3.9% | $2,958-28.2% | $3,332-36.2% |
| Admin fee / account holder | $208 | $3,709-94.4% | $5,134-95.9% | $4,645-95.5% |