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 | $43,924 | $153,772-71.4% | $133,980-67.2% | $273,961-84.0% |
| Participation rate | 33.3% | 88.4%-55.0pp | 87.1%-53.7pp | 83.0%-49.7pp |
| Annual return | 6.44% | 36.51%-30.1pp | 29.30%-22.9pp | 41.45%-35.0pp |
| Employer contribution / active EE | $715 | $6,029-88.1% | $5,211-86.3% | $4,869-85.3% |
| Participant deferral / active EE | $3,156 | $6,958-54.6% | $6,282-49.8% | $5,287-40.3% |
| Admin fee / account holder | $219 | $11,765-98.1% | $9,324-97.7% | $10,132-97.8% |