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 | $58,378 | $99,079-41.1% | $77,999-25.2% | $273,961-78.7% |
| Participation rate | 27.3% | 78.6%-51.3pp | 75.5%-48.2pp | 83.0%-55.7pp |
| Annual return | 6.55% | 217.93%-211.4pp | 425.96%-419.4pp | 41.45%-34.9pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,374 | $4,306-44.9% | $3,497-32.1% | $5,287-55.1% |
| Admin fee / account holder | -$43 | $8,954-100.5% | $5,480-100.8% | $10,132-100.4% |