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 | $57,396 | $91,552-37.3% | $133,956-57.2% | $79,858-28.1% |
| Participation rate | 50.6% | 73.3%-22.7pp | 79.8%-29.2pp | 69.6%-19.0pp |
| Annual return | 12.85% | 61.85%-49.0pp | 45.09%-32.2pp | 31.71%-18.9pp |
| Employer contribution / active EE | $162 | $2,384-93.2% | $3,919-95.9% | $2,471-93.4% |
| Participant deferral / active EE | $2,240 | $3,733-40.0% | $5,048-55.6% | $3,740-40.1% |
| Admin fee / account holder | $232 | $6,321-96.3% | $8,927-97.4% | $5,306-95.6% |