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 | $56,753 | $106,515-46.7% | $96,683-41.3% | $139,434-59.3% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 19.85% | 38.43%-18.6pp | 35.69%-15.8pp | 372.94%-353.1pp |
| Employer contribution / active EE | $400 | $4,103-90.2% | $3,737-89.3% | $4,751-91.6% |
| Participant deferral / active EE | $1,624 | $5,454-70.2% | $4,878-66.7% | $6,710-75.8% |
| Admin fee / account holder | $40 | $7,877-99.5% | $6,730-99.4% | $11,403-99.6% |