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 | $51,662 | $93,071-44.5% | $74,583-30.7% | $273,961-81.1% |
| Participation rate | 14.3% | 74.9%-60.7pp | 68.1%-53.8pp | 83.0%-68.7pp |
| Annual return | 4.26% | 26.18%-21.9pp | 20.47%-16.2pp | 41.45%-37.2pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $643 | $4,160-84.5% | $3,458-81.4% | $5,287-87.8% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |