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 | $55,457 | $95,803-42.1% | $113,168-51.0% | $84,808-34.6% |
| Participation rate | 34.4% | 72.9%-38.5pp | 76.6%-42.2pp | 68.3%-33.9pp |
| Annual return | 16.71% | 25.00%-8.3pp | 24.27%-7.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $262 | $2,360-88.9% | $2,975-91.2% | $2,631-90.0% |
| Participant deferral / active EE | $1,976 | $4,242-53.4% | $5,107-61.3% | $4,212-53.1% |
| Admin fee / account holder | $84 | $8,989-99.1% | $12,068-99.3% | $7,344-98.9% |