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 | $41,550 | $181,894-77.2% | $156,549-73.5% | $273,961-84.8% |
| Participation rate | 33.3% | 88.4%-55.1pp | 84.0%-50.7pp | 83.0%-49.7pp |
| Annual return | 13.47% | 30.74%-17.3pp | 32.23%-18.8pp | 41.45%-28.0pp |
| Employer contribution / active EE | $412 | $6,248-93.4% | $5,501-92.5% | $4,869-91.5% |
| Participant deferral / active EE | $6,167 | $5,550+11.1% | $4,871+26.6% | $5,287+16.6% |
| Admin fee / account holder | $240 | $15,559-98.5% | $13,027-98.2% | $10,132-97.6% |