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 | $63,419 | $181,894-65.1% | $156,549-59.5% | $273,961-76.9% |
| Participation rate | 55.6% | 88.4%-32.8pp | 84.0%-28.5pp | 83.0%-27.5pp |
| Annual return | 9.01% | 30.74%-21.7pp | 32.23%-23.2pp | 41.45%-32.4pp |
| Employer contribution / active EE | $939 | $6,248-85.0% | $5,501-82.9% | $4,869-80.7% |
| Participant deferral / active EE | $4,077 | $5,550-26.5% | $4,871-16.3% | $5,287-22.9% |
| Admin fee / account holder | $141 | $15,559-99.1% | $13,027-98.9% | $10,132-98.6% |