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 | $60,444 | $88,707-31.9% | $74,183-18.5% | $273,961-77.9% |
| Participation rate | 35.7% | 79.4%-43.7pp | 76.6%-40.9pp | 83.0%-47.3pp |
| Annual return | 9.57% | 11.94%-2.4pp | 17.74%-8.2pp | 41.45%-31.9pp |
| Employer contribution / active EE | $301 | $3,159-90.5% | $2,370-87.3% | $4,869-93.8% |
| Participant deferral / active EE | $2,268 | $4,212-46.2% | $3,550-36.1% | $5,287-57.1% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |