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 | $84,908 | $59,101+43.7% | $77,163+10.0% | $75,163+13.0% |
| Participation rate | 46.9% | 63.9%-17.0pp | 69.6%-22.7pp | 67.2%-20.3pp |
| Annual return | 20.77% | 26.71%-5.9pp | 37.87%-17.1pp | 160.62%-139.8pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,535-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,093 | $2,999-63.6% | $3,833-71.5% | $4,125-73.5% |
| Admin fee / account holder | $21 | $4,774-99.6% | $5,472-99.6% | $5,651-99.6% |