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 | $29,007 | $72,277-59.9% | $101,248-71.4% | $79,858-63.7% |
| Participation rate | 41.9% | 68.5%-26.5pp | 75.8%-33.9pp | 69.6%-27.7pp |
| Annual return | 20.15% | 22.30%-2.1pp | 46.47%-26.3pp | 31.71%-11.6pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,231 | $3,282-32.0% | $4,370-48.9% | $3,740-40.3% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |