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 | $69,298 | $46,869+47.9% | $122,332-43.4% | $70,131-1.2% |
| Participation rate | 46.5% | 58.2%-11.7pp | 71.6%-25.1pp | 69.5%-23.0pp |
| Annual return | 23.22% | 24.22%-1.0pp | 30.27%-7.1pp | 73.14%-49.9pp |
| Employer contribution / active EE | $91 | $1,288-93.0% | $4,050-97.8% | $2,342-96.1% |
| Participant deferral / active EE | $4,637 | $2,166+114.1% | $3,287+41.1% | $3,332+39.2% |
| Admin fee / account holder | $0 | $3,322-100.0% | $5,478-100.0% | $4,645-100.0% |