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 | $39,308 | $181,894-78.4% | $156,549-74.9% | $273,961-85.7% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 7.04% | 30.74%-23.7pp | 32.23%-25.2pp | 41.45%-34.4pp |
| Employer contribution / active EE | $998 | $6,248-84.0% | $5,501-81.9% | $4,869-79.5% |
| Participant deferral / active EE | $4,292 | $5,550-22.7% | $4,871-11.9% | $5,287-18.8% |
| Admin fee / account holder | $281 | $15,559-98.2% | $13,027-97.8% | $10,132-97.2% |