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 | $61,395 | $69,207-11.3% | $64,056-4.2% | $139,434-56.0% |
| Participation rate | 16.7% | 75.6%-58.9pp | 72.3%-55.6pp | 80.3%-63.7pp |
| Annual return | 18.87% | 45.88%-27.0pp | 33.69%-14.8pp | 372.94%-354.1pp |
| Employer contribution / active EE | $202 | $3,182-93.7% | $2,747-92.7% | $4,751-95.8% |
| Participant deferral / active EE | $1,135 | $4,682-75.8% | $3,880-70.7% | $6,710-83.1% |
| Admin fee / account holder | $255 | $4,244-94.0% | $3,068-91.7% | $11,403-97.8% |