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 | $55,334 | $106,515-48.1% | $96,683-42.8% | $139,434-60.3% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 13.35% | 38.43%-25.1pp | 35.69%-22.3pp | 372.94%-359.6pp |
| Employer contribution / active EE | $730 | $4,103-82.2% | $3,737-80.5% | $4,751-84.6% |
| Participant deferral / active EE | $4,561 | $5,454-16.4% | $4,878-6.5% | $6,710-32.0% |
| Admin fee / account holder | $54 | $7,877-99.3% | $6,730-99.2% | $11,403-99.5% |