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 | $79,308 | $163,687-51.5% | $108,745-27.1% | $273,961-71.1% |
| Participation rate | 37.5% | 82.3%-44.8pp | 77.7%-40.2pp | 83.0%-45.5pp |
| Annual return | 10.46% | 31.16%-20.7pp | 46.22%-35.8pp | 41.45%-31.0pp |
| Employer contribution / active EE | $0 | $4,711-100.0% | $3,323-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,370 | $7,155-66.9% | $5,121-53.7% | $5,287-55.2% |
| Admin fee / account holder | $0 | $12,890-100.0% | $6,144-100.0% | $10,132-100.0% |