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 | $91,818 | $78,705+16.7% | $117,854-22.1% | $70,131+30.9% |
| Participation rate | 65.4% | 73.2%-7.8pp | 79.7%-14.3pp | 69.5%-4.2pp |
| Annual return | 14.02% | 23.30%-9.3pp | 335.08%-321.1pp | 73.14%-59.1pp |
| Employer contribution / active EE | $493 | $2,223-77.8% | $3,786-87.0% | $2,342-79.0% |
| Participant deferral / active EE | $5,393 | $3,297+63.5% | $4,482+20.3% | $3,332+61.9% |
| Admin fee / account holder | $192 | $5,065-96.2% | $8,020-97.6% | $4,645-95.9% |