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 | $47,916 | $53,018-9.6% | $70,014-31.6% | $62,891-23.8% |
| Participation rate | 61.9% | 67.2%-5.3pp | 71.8%-10.0pp | 69.3%-7.5pp |
| Annual return | 8.53% | 13.35%-4.8pp | 12.99%-4.5pp | 20.14%-11.6pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,413 | $2,395+42.5% | $2,931+16.5% | $3,203+6.6% |
| Admin fee / account holder | $165 | $3,690-95.5% | $4,380-96.2% | $4,296-96.2% |