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 | $33,786 | $135,952-75.1% | $123,892-72.7% | $273,961-87.7% |
| Participation rate | 36.8% | 84.1%-47.2pp | 81.4%-44.6pp | 83.0%-46.2pp |
| Annual return | 8.67% | 56.63%-48.0pp | 47.52%-38.8pp | 41.45%-32.8pp |
| Employer contribution / active EE | $436 | $5,170-91.6% | $4,617-90.5% | $4,869-91.0% |
| Participant deferral / active EE | $3,655 | $6,343-42.4% | $5,984-38.9% | $5,287-30.9% |
| Admin fee / account holder | $96 | $9,817-99.0% | $8,357-98.9% | $10,132-99.1% |