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 | $134,658 | $181,894-26.0% | $156,549-14.0% | $273,961-50.8% |
| Participation rate | 22.2% | 88.4%-66.2pp | 84.0%-61.8pp | 83.0%-60.8pp |
| Annual return | 12.74% | 30.74%-18.0pp | 32.23%-19.5pp | 41.45%-28.7pp |
| Employer contribution / active EE | $1,227 | $6,248-80.4% | $5,501-77.7% | $4,869-74.8% |
| Participant deferral / active EE | $4,440 | $5,550-20.0% | $4,871-8.8% | $5,287-16.0% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |