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 | $130,636 | $99,341+31.5% | $84,750+54.1% | $273,961-52.3% |
| Participation rate | 47.1% | 80.7%-33.6pp | 76.6%-29.5pp | 83.0%-36.0pp |
| Annual return | 6.57% | 22.93%-16.4pp | 22.78%-16.2pp | 41.45%-34.9pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,860 | $4,269-33.0% | $3,712-22.9% | $5,287-45.9% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |