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 | $117,349 | $46,869+150.4% | $122,332-4.1% | $70,131+67.3% |
| Participation rate | 38.1% | 58.2%-20.0pp | 71.6%-33.5pp | 69.5%-31.4pp |
| Annual return | 20.05% | 24.22%-4.2pp | 30.27%-10.2pp | 73.14%-53.1pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,540 | $2,166+63.4% | $3,287+7.7% | $3,332+6.3% |
| Admin fee / account holder | $129 | $3,322-96.1% | $5,478-97.6% | $4,645-97.2% |