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 | $23,783 | $54,541-56.4% | $78,778-69.8% | $70,131-66.1% |
| Participation rate | 67.4% | 60.8%+6.6pp | 69.2%-1.7pp | 69.5%-2.1pp |
| Annual return | 15.36% | 21.07%-5.7pp | 35.62%-20.3pp | 73.14%-57.8pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,128 | $2,210-3.7% | $2,958-28.1% | $3,332-36.1% |
| Admin fee / account holder | $106 | $3,709-97.1% | $5,134-97.9% | $4,645-97.7% |