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 | $51,761 | $64,324-19.5% | $118,925-56.5% | $79,858-35.2% |
| Participation rate | 48.3% | 64.9%-16.6pp | 75.4%-27.1pp | 69.6%-21.4pp |
| Annual return | 13.42% | 86.45%-73.0pp | 35.88%-22.5pp | 31.71%-18.3pp |
| Employer contribution / active EE | $195 | $1,836-89.4% | $3,263-94.0% | $2,471-92.1% |
| Participant deferral / active EE | $1,482 | $2,824-47.5% | $4,265-65.3% | $3,740-60.4% |
| Admin fee / account holder | $111 | $4,040-97.3% | $6,581-98.3% | $5,306-97.9% |