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 | $75,083 | $78,422-4.3% | $95,952-21.7% | $79,858-6.0% |
| Participation rate | 63.0% | 73.5%-10.5pp | 77.1%-14.1pp | 69.6%-6.7pp |
| Annual return | 14.07% | 19.37%-5.3pp | 91.61%-77.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,181 | $3,440+50.6% | $4,167+24.3% | $3,740+38.5% |
| Admin fee / account holder | $127 | $5,622-97.7% | $6,795-98.1% | $5,306-97.6% |