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 | $44,362 | $181,894-75.6% | $156,549-71.7% | $273,961-83.8% |
| Participation rate | 30.0% | 88.4%-58.4pp | 84.0%-54.0pp | 83.0%-53.0pp |
| Annual return | 3.50% | 30.74%-27.2pp | 32.23%-28.7pp | 41.45%-38.0pp |
| Employer contribution / active EE | $520 | $6,248-91.7% | $5,501-90.6% | $4,869-89.3% |
| Participant deferral / active EE | $3,718 | $5,550-33.0% | $4,871-23.7% | $5,287-29.7% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |