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 | $36,411 | $65,685-44.6% | $57,179-36.3% | $273,961-86.7% |
| Participation rate | 42.1% | 78.3%-36.2pp | 75.3%-33.2pp | 83.0%-40.9pp |
| Annual return | 8.44% | 21.99%-13.5pp | 14.59%-6.1pp | 41.45%-33.0pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,475 | $3,782+18.3% | $3,096+44.5% | $5,287-15.4% |
| Admin fee / account holder | $181 | $4,835-96.3% | $3,139-94.2% | $10,132-98.2% |