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 | $65,391 | $73,933-11.6% | $96,683-32.4% | $75,163-13.0% |
| Participation rate | 16.4% | 66.4%-50.0pp | 74.3%-57.9pp | 67.2%-50.8pp |
| Annual return | 19.74% | 26.70%-7.0pp | 35.69%-16.0pp | 160.62%-140.9pp |
| Employer contribution / active EE | $680 | $2,928-76.8% | $3,737-81.8% | $2,670-74.5% |
| Participant deferral / active EE | $2,194 | $3,659-40.0% | $4,878-55.0% | $4,125-46.8% |
| Admin fee / account holder | $0 | $5,216-100.0% | $6,730-100.0% | $5,651-100.0% |