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 | $72,307 | $93,571-22.7% | $135,903-46.8% | $75,163-3.8% |
| Participation rate | 41.9% | 75.2%-33.2pp | 81.9%-40.0pp | 67.2%-25.3pp |
| Annual return | 20.44% | 30.90%-10.5pp | 68.23%-47.8pp | 160.62%-140.2pp |
| Employer contribution / active EE | $117 | $3,537-96.7% | $4,856-97.6% | $2,670-95.6% |
| Participant deferral / active EE | $2,624 | $6,404-59.0% | $7,758-66.2% | $4,125-36.4% |
| Admin fee / account holder | $117 | $6,975-98.3% | $10,762-98.9% | $5,651-97.9% |