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 | $59,671 | $99,341-39.9% | $84,750-29.6% | $273,961-78.2% |
| Participation rate | 7.1% | 80.7%-73.5pp | 76.6%-69.4pp | 83.0%-75.9pp |
| Annual return | 14.85% | 22.93%-8.1pp | 22.78%-7.9pp | 41.45%-26.6pp |
| Employer contribution / active EE | $400 | $4,214-90.5% | $3,574-88.8% | $4,869-91.8% |
| Participant deferral / active EE | $1,714 | $4,269-59.8% | $3,712-53.8% | $5,287-67.6% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |