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 | $66,332 | $135,952-51.2% | $123,892-46.5% | $273,961-75.8% |
| Participation rate | 41.7% | 84.1%-42.4pp | 81.4%-39.7pp | 83.0%-41.3pp |
| Annual return | 10.03% | 56.63%-46.6pp | 47.52%-37.5pp | 41.45%-31.4pp |
| Employer contribution / active EE | $697 | $5,170-86.5% | $4,617-84.9% | $4,869-85.7% |
| Participant deferral / active EE | $4,172 | $6,343-34.2% | $5,984-30.3% | $5,287-21.1% |
| Admin fee / account holder | $93 | $9,817-99.0% | $8,357-98.9% | $10,132-99.1% |