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 | $80,767 | $157,256-48.6% | $141,162-42.8% | $152,861-47.2% |
| Participation rate | 46.7% | 84.8%-38.2pp | 82.5%-35.8pp | 82.4%-35.8pp |
| Annual return | 24.46% | 64.32%-39.9pp | 71.39%-46.9pp | 345.32%-320.9pp |
| Employer contribution / active EE | $714 | $5,261-86.4% | $4,735-84.9% | $4,762-85.0% |
| Participant deferral / active EE | $3,501 | $7,109-50.8% | $6,709-47.8% | $5,850-40.2% |
| Admin fee / account holder | $89 | $12,120-99.3% | $10,261-99.1% | $11,596-99.2% |