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 | $69,315 | $58,828+17.8% | $77,999-11.1% | $62,891+10.2% |
| Participation rate | 41.2% | 71.1%-29.9pp | 75.5%-34.3pp | 69.3%-28.1pp |
| Annual return | 7.65% | 17.16%-9.5pp | 425.96%-418.3pp | 20.14%-12.5pp |
| Employer contribution / active EE | $237 | $1,672-85.8% | $2,470-90.4% | $2,281-89.6% |
| Participant deferral / active EE | $1,695 | $2,686-36.9% | $3,497-51.5% | $3,203-47.1% |
| Admin fee / account holder | $6 | $4,393-99.9% | $5,480-99.9% | $4,296-99.9% |