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 | $33,283 | $76,367-56.4% | $93,606-64.4% | $72,985-54.4% |
| Participation rate | 69.4% | 71.7%-2.3pp | 75.8%-6.4pp | 69.5%0pp |
| Annual return | 16.71% | 25.82%-9.1pp | 32.76%-16.0pp | 81.00%-64.3pp |
| Employer contribution / active EE | $192 | $2,275-91.6% | $2,718-92.9% | $2,440-92.1% |
| Participant deferral / active EE | $3,093 | $3,538-12.6% | $4,069-24.0% | $3,607-14.3% |
| Admin fee / account holder | $62 | $6,838-99.1% | $7,888-99.2% | $5,124-98.8% |