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 | $40,735 | $181,894-77.6% | $156,549-74.0% | $273,961-85.1% |
| Participation rate | 54.5% | 88.4%-33.8pp | 84.0%-29.5pp | 83.0%-28.5pp |
| Annual return | 10.30% | 30.74%-20.4pp | 32.23%-21.9pp | 41.45%-31.2pp |
| Employer contribution / active EE | $1,015 | $6,248-83.8% | $5,501-81.5% | $4,869-79.1% |
| Participant deferral / active EE | $4,674 | $5,550-15.8% | $4,871-4.1% | $5,287-11.6% |
| Admin fee / account holder | $4 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |