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 | $45,158 | $48,076-6.1% | $78,689-42.6% | $62,891-28.2% |
| Participation rate | 39.4% | 65.2%-25.8pp | 73.6%-34.2pp | 69.3%-29.9pp |
| Annual return | 5.97% | 31.35%-25.4pp | 62.18%-56.2pp | 20.14%-14.2pp |
| Employer contribution / active EE | $185 | $2,015-90.8% | $2,851-93.5% | $2,281-91.9% |
| Participant deferral / active EE | $1,351 | $2,588-47.8% | $3,517-61.6% | $3,203-57.8% |
| Admin fee / account holder | $175 | $3,207-94.5% | $4,510-96.1% | $4,296-95.9% |