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 | $39,569 | $181,894-78.2% | $156,549-74.7% | $273,961-85.6% |
| Participation rate | 42.9% | 88.4%-45.5pp | 84.0%-41.2pp | 83.0%-40.2pp |
| Annual return | 7.49% | 30.74%-23.2pp | 32.23%-24.7pp | 41.45%-34.0pp |
| Employer contribution / active EE | $1,088 | $6,248-82.6% | $5,501-80.2% | $4,869-77.6% |
| Participant deferral / active EE | $3,788 | $5,550-31.7% | $4,871-22.2% | $5,287-28.3% |
| Admin fee / account holder | $270 | $15,559-98.3% | $13,027-97.9% | $10,132-97.3% |