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 | $41,650 | $70,475-40.9% | $100,516-58.6% | $79,858-47.8% |
| Participation rate | 29.8% | 73.7%-43.9pp | 79.4%-49.6pp | 69.6%-39.8pp |
| Annual return | 22.27% | 21.90%+0.4pp | 30.89%-8.6pp | 31.71%-9.4pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,426 | $5,181-33.9% | $6,270-45.4% | $3,740-8.4% |
| Admin fee / account holder | $196 | $4,478-95.6% | $8,081-97.6% | $5,306-96.3% |