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 | $71,637 | $78,705-9.0% | $117,854-39.2% | $70,131+2.1% |
| Participation rate | 42.1% | 73.2%-31.1pp | 79.7%-37.6pp | 69.5%-27.4pp |
| Annual return | 16.95% | 23.30%-6.3pp | 335.08%-318.1pp | 73.14%-56.2pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,485 | $3,297+66.4% | $4,482+22.4% | $3,332+64.6% |
| Admin fee / account holder | $259 | $5,065-94.9% | $8,020-96.8% | $4,645-94.4% |