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 | $97,562 | $73,933+32.0% | $96,683+0.9% | $75,163+29.8% |
| Participation rate | 34.3% | 66.4%-32.1pp | 74.3%-40.1pp | 67.2%-32.9pp |
| Annual return | 20.54% | 26.70%-6.2pp | 35.69%-15.2pp | 160.62%-140.1pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,139 | $3,659-14.2% | $4,878-35.7% | $4,125-23.9% |
| Admin fee / account holder | $13 | $5,216-99.8% | $6,730-99.8% | $5,651-99.8% |