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 | $89,950 | $153,772-41.5% | $133,980-32.9% | $273,961-67.2% |
| Participation rate | 33.3% | 88.4%-55.0pp | 87.1%-53.7pp | 83.0%-49.7pp |
| Annual return | 19.66% | 36.51%-16.9pp | 29.30%-9.6pp | 41.45%-21.8pp |
| Employer contribution / active EE | $604 | $6,029-90.0% | $5,211-88.4% | $4,869-87.6% |
| Participant deferral / active EE | $3,189 | $6,958-54.2% | $6,282-49.2% | $5,287-39.7% |
| Admin fee / account holder | $7 | $11,765-99.9% | $9,324-99.9% | $10,132-99.9% |