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 | $62,992 | $67,606-6.8% | $82,313-23.5% | $70,131-10.2% |
| Participation rate | 10.3% | 72.8%-62.4pp | 76.9%-66.5pp | 69.5%-59.2pp |
| Annual return | 20.38% | 21.57%-1.2pp | 25.88%-5.5pp | 73.14%-52.8pp |
| Employer contribution / active EE | $157 | $1,755-91.0% | $2,428-93.5% | $2,342-93.3% |
| Participant deferral / active EE | $1,862 | $2,987-37.7% | $3,706-49.8% | $3,332-44.1% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |