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 | $100,463 | $83,477+20.3% | $125,175-19.7% | $72,985+37.6% |
| Participation rate | 51.6% | 73.3%-21.7pp | 79.8%-28.2pp | 69.5%-17.9pp |
| Annual return | 21.56% | 25.78%-4.2pp | 43.79%-22.2pp | 81.00%-59.4pp |
| Employer contribution / active EE | $246 | $2,345-89.5% | $3,865-93.6% | $2,440-89.9% |
| Participant deferral / active EE | $4,404 | $3,585+22.8% | $4,937-10.8% | $3,607+22.1% |
| Admin fee / account holder | $29 | $5,517-99.5% | $9,702-99.7% | $5,124-99.4% |