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 | $64,380 | $53,596+20.1% | $90,645-29.0% | $64,186+0.3% |
| Participation rate | 34.7% | 64.5%-29.8pp | 74.0%-39.3pp | 69.6%-34.9pp |
| Annual return | -6.89% | 4.41%-11.3pp | 1.88%-8.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,688 | $2,459-31.4% | $3,425-50.7% | $3,470-51.4% |
| Admin fee / account holder | $155 | $3,868-96.0% | $4,994-96.9% | $4,888-96.8% |