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 | $47,641 | $179,726-73.5% | $156,263-69.5% | $142,382-66.5% |
| Participation rate | 52.4% | 82.1%-29.7pp | 78.9%-26.5pp | 80.1%-27.7pp |
| Annual return | 18.61% | 77.86%-59.2pp | 59.47%-40.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,078 | $5,069-78.7% | $4,333-75.1% | $4,299-74.9% |
| Participant deferral / active EE | $3,885 | $6,956-44.1% | $6,158-36.9% | $6,507-40.3% |
| Admin fee / account holder | $236 | $17,272-98.6% | $14,255-98.3% | $12,624-98.1% |