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 | $93,612 | $88,707+5.5% | $74,183+26.2% | $273,961-65.8% |
| Participation rate | 44.4% | 79.4%-35.0pp | 76.6%-32.2pp | 83.0%-38.6pp |
| Annual return | 9.01% | 11.94%-2.9pp | 17.74%-8.7pp | 41.45%-32.4pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,981 | $4,212-53.0% | $3,550-44.2% | $5,287-62.5% |
| Admin fee / account holder | $154 | $8,717-98.2% | $5,586-97.2% | $10,132-98.5% |