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 | $41,697 | $118,450-64.8% | $98,439-57.6% | $139,434-70.1% |
| Participation rate | 55.6% | 77.4%-21.9pp | 75.2%-19.6pp | 80.3%-24.8pp |
| Annual return | 17.77% | 18.94%-1.2pp | 21.16%-3.4pp | 372.94%-355.2pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $6,215 | $5,392+15.3% | $4,738+31.2% | $6,710-7.4% |
| Admin fee / account holder | $129 | $14,026-99.1% | $8,948-98.6% | $11,403-98.9% |