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 9-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 | $49,067 | $135,952-63.9% | $123,892-60.4% | $273,961-82.1% |
| Participation rate | 25.0% | 84.1%-59.1pp | 81.4%-56.4pp | 83.0%-58.0pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $498 | $5,170-90.4% | $4,617-89.2% | $4,869-89.8% |
| Participant deferral / active EE | $4,431 | $6,343-30.1% | $5,984-26.0% | $5,287-16.2% |
| Admin fee / account holder | $176 | $9,817-98.2% | $8,357-97.9% | $10,132-98.3% |