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 | $79,002 | $56,897+38.9% | $84,750-6.8% | $62,891+25.6% |
| Participation rate | 36.4% | 68.5%-32.2pp | 76.6%-40.2pp | 69.3%-32.9pp |
| Annual return | 10.97% | 6.30%+4.7pp | 22.78%-11.8pp | 20.14%-9.2pp |
| Employer contribution / active EE | $383 | $2,400-84.0% | $3,574-89.3% | $2,281-83.2% |
| Participant deferral / active EE | $5,011 | $2,709+85.0% | $3,712+35.0% | $3,203+56.5% |
| Admin fee / account holder | $120 | $3,581-96.7% | $5,332-97.8% | $4,296-97.2% |