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 | $59,631 | $99,341-40.0% | $84,750-29.6% | $273,961-78.2% |
| Participation rate | 45.0% | 80.7%-35.7pp | 76.6%-31.6pp | 83.0%-38.0pp |
| Annual return | 7.36% | 22.93%-15.6pp | 22.78%-15.4pp | 41.45%-34.1pp |
| Employer contribution / active EE | $354 | $4,214-91.6% | $3,574-90.1% | $4,869-92.7% |
| Participant deferral / active EE | $1,039 | $4,269-75.7% | $3,712-72.0% | $5,287-80.3% |
| Admin fee / account holder | $279 | $6,644-95.8% | $5,332-94.8% | $10,132-97.2% |