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 | $67,706 | $181,894-62.8% | $156,549-56.8% | $273,961-75.3% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 7.43% | 30.74%-23.3pp | 32.23%-24.8pp | 41.45%-34.0pp |
| Employer contribution / active EE | $1,125 | $6,248-82.0% | $5,501-79.6% | $4,869-76.9% |
| Participant deferral / active EE | $4,400 | $5,550-20.7% | $4,871-9.7% | $5,287-16.8% |
| Admin fee / account holder | $163 | $15,559-99.0% | $13,027-98.8% | $10,132-98.4% |