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 | $30,873 | $176,377-82.5% | $134,143-77.0% | $158,922-80.6% |
| Participation rate | 31.8% | 78.7%-46.9pp | 72.2%-40.4pp | 82.0%-50.1pp |
| Annual return | 10.70% | 63.63%-52.9pp | 36.33%-25.6pp | 302.83%-292.1pp |
| Employer contribution / active EE | $0 | $5,040-100.0% | $3,704-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,060 | $4,091-74.1% | $3,499-69.7% | $5,982-82.3% |
| Admin fee / account holder | $260 | $8,718-97.0% | $6,684-96.1% | $11,246-97.7% |