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 | $49,528 | $78,422-36.8% | $95,952-48.4% | $79,858-38.0% |
| Participation rate | 69.0% | 73.5%-4.5pp | 77.1%-8.1pp | 69.6%-0.7pp |
| Annual return | 14.56% | 19.37%-4.8pp | 91.61%-77.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $326 | $1,945-83.2% | $2,541-87.2% | $2,471-86.8% |
| Participant deferral / active EE | $2,973 | $3,440-13.6% | $4,167-28.7% | $3,740-20.5% |
| Admin fee / account holder | $227 | $5,622-96.0% | $6,795-96.7% | $5,306-95.7% |