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 | $29,528 | $57,065-48.3% | $75,670-61.0% | $70,131-57.9% |
| Participation rate | 60.5% | 68.1%-7.6pp | 72.3%-11.8pp | 69.5%-9.0pp |
| Annual return | 20.14% | 23.57%-3.4pp | 27.34%-7.2pp | 73.14%-53.0pp |
| Employer contribution / active EE | $265 | $1,817-85.4% | $2,352-88.7% | $2,342-88.7% |
| Participant deferral / active EE | $1,378 | $2,580-46.6% | $3,142-56.1% | $3,332-58.6% |
| Admin fee / account holder | $1 | $3,825-100.0% | $5,800-100.0% | $4,645-100.0% |