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 | $71,098 | $104,251-31.8% | $91,001-21.9% | $147,584-51.8% |
| Participation rate | 27.3% | 78.2%-51.0pp | 75.6%-48.3pp | 82.8%-55.6pp |
| Annual return | 12.23% | 27.06%-14.8pp | 4.60%+7.6pp | 578.55%-566.3pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,537 | $4,195-39.5% | $3,547-28.5% | $5,439-53.4% |
| Admin fee / account holder | $199 | $8,948-97.8% | $5,417-96.3% | $10,885-98.2% |