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 | $37,768 | $56,054-32.6% | $171,082-77.9% | $62,891-39.9% |
| Participation rate | 32.3% | 62.9%-30.6pp | 76.7%-44.4pp | 69.3%-37.0pp |
| Annual return | 10.12% | 22.52%-12.4pp | 32.56%-22.4pp | 20.14%-10.0pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,240 | $3,158-60.7% | $4,797-74.1% | $3,203-61.3% |
| Admin fee / account holder | $96 | $3,647-97.4% | $8,520-98.9% | $4,296-97.8% |