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 | $35,345 | $228,332-84.5% | $185,823-81.0% | $158,922-77.8% |
| Participation rate | 41.7% | 82.3%-40.6pp | 78.0%-36.4pp | 82.0%-40.3pp |
| Annual return | 8.73% | 40.80%-32.1pp | 35.95%-27.2pp | 302.83%-294.1pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,555 | $6,415-75.8% | $5,632-72.4% | $5,982-74.0% |
| Admin fee / account holder | $152 | $11,864-98.7% | $9,500-98.4% | $11,246-98.7% |