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 | $50,187 | $65,685-23.6% | $57,179-12.2% | $273,961-81.7% |
| Participation rate | 15.4% | 78.3%-63.0pp | 75.3%-60.0pp | 83.0%-67.6pp |
| Annual return | 4.10% | 21.99%-17.9pp | 14.59%-10.5pp | 41.45%-37.4pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,642 | $3,782-56.6% | $3,096-47.0% | $5,287-69.0% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |