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 | $49,125 | $56,897-13.7% | $84,750-42.0% | $62,891-21.9% |
| Participation rate | 57.1% | 68.5%-11.4pp | 76.6%-19.4pp | 69.3%-12.2pp |
| Annual return | 4.53% | 6.30%-1.8pp | 22.78%-18.3pp | 20.14%-15.6pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,364 | $2,709-49.7% | $3,712-63.3% | $3,203-57.4% |
| Admin fee / account holder | $37 | $3,581-99.0% | $5,332-99.3% | $4,296-99.1% |