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 | $119,171 | $181,894-34.5% | $156,549-23.9% | $273,961-56.5% |
| Participation rate | 46.2% | 88.4%-42.2pp | 84.0%-37.9pp | 83.0%-36.9pp |
| Annual return | 9.65% | 30.74%-21.1pp | 32.23%-22.6pp | 41.45%-31.8pp |
| Employer contribution / active EE | $1,024 | $6,248-83.6% | $5,501-81.4% | $4,869-79.0% |
| Participant deferral / active EE | $3,197 | $5,550-42.4% | $4,871-34.4% | $5,287-39.5% |
| Admin fee / account holder | $28 | $15,559-99.8% | $13,027-99.8% | $10,132-99.7% |