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 | $81,258 | $99,341-18.2% | $84,750-4.1% | $273,961-70.3% |
| Participation rate | 56.3% | 80.7%-24.4pp | 76.6%-20.3pp | 83.0%-26.8pp |
| Annual return | 5.06% | 22.93%-17.9pp | 22.78%-17.7pp | 41.45%-36.4pp |
| Employer contribution / active EE | $407 | $4,214-90.3% | $3,574-88.6% | $4,869-91.6% |
| Participant deferral / active EE | $3,453 | $4,269-19.1% | $3,712-7.0% | $5,287-34.7% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |