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 | $81,443 | $72,177+12.8% | $115,037-29.2% | $59,632+36.6% |
| Participation rate | 48.7% | 72.6%-23.8pp | 81.4%-32.6pp | 68.7%-20.0pp |
| Annual return | 1.95% | 12.02%-10.1pp | 26.14%-24.2pp | 2041.28%-2039.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,175 | $4,783+29.1% | $6,026+2.5% | $3,192+93.5% |
| Admin fee / account holder | $27 | $4,927-99.5% | $8,175-99.7% | $4,297-99.4% |