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 | $35,571 | $105,630-66.3% | $87,507-59.4% | $273,961-87.0% |
| Participation rate | 40.0% | 78.2%-38.2pp | 73.8%-33.8pp | 83.0%-43.0pp |
| Annual return | 36.16% | 12.25%+23.9pp | 12.21%+23.9pp | 41.45%-5.3pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,616 | $3,601-27.4% | $3,149-16.9% | $5,287-50.5% |
| Admin fee / account holder | $165 | $4,781-96.6% | $4,221-96.1% | $10,132-98.4% |