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 | $23,114 | $215,361-89.3% | $171,082-86.5% | $273,961-91.6% |
| Participation rate | 69.2% | 82.0%-12.8pp | 76.7%-7.5pp | 83.0%-13.8pp |
| Annual return | 12.04% | 25.14%-13.1pp | 32.56%-20.5pp | 41.45%-29.4pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,420 | $5,543-2.2% | $4,797+13.0% | $5,287+2.5% |
| Admin fee / account holder | $118 | $10,846-98.9% | $8,520-98.6% | $10,132-98.8% |