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 | $79,278 | $153,772-48.4% | $133,980-40.8% | $273,961-71.1% |
| Participation rate | 25.0% | 88.4%-63.4pp | 87.1%-62.1pp | 83.0%-58.0pp |
| Annual return | 8.76% | 36.51%-27.7pp | 29.30%-20.5pp | 41.45%-32.7pp |
| Employer contribution / active EE | $468 | $6,029-92.2% | $5,211-91.0% | $4,869-90.4% |
| Participant deferral / active EE | $4,907 | $6,958-29.5% | $6,282-21.9% | $5,287-7.2% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |