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 | $86,501 | $63,156+37.0% | $122,332-29.3% | $62,292+38.9% |
| Participation rate | 21.2% | 60.0%-38.8pp | 71.6%-50.4pp | 69.5%-48.3pp |
| Annual return | 18.91% | 20.61%-1.7pp | 30.27%-11.4pp | 28.90%-10.0pp |
| Employer contribution / active EE | $0 | $1,385-100.0% | $4,050-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,207 | $2,321-48.0% | $3,287-63.3% | $3,169-61.9% |
| Admin fee / account holder | $4 | $440-99.1% | $5,478-99.9% | $479-99.1% |