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 | $67,333 | $181,894-63.0% | $156,549-57.0% | $273,961-75.4% |
| Participation rate | 17.6% | 88.4%-70.7pp | 84.0%-66.4pp | 83.0%-65.4pp |
| Annual return | 15.14% | 30.74%-15.6pp | 32.23%-17.1pp | 41.45%-26.3pp |
| Employer contribution / active EE | $1,152 | $6,248-81.6% | $5,501-79.1% | $4,869-76.3% |
| Participant deferral / active EE | $2,002 | $5,550-63.9% | $4,871-58.9% | $5,287-62.1% |
| Admin fee / account holder | $184 | $15,559-98.8% | $13,027-98.6% | $10,132-98.2% |