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 | $69,710 | $63,346+10.0% | $92,233-24.4% | $70,131-0.6% |
| Participation rate | 60.0% | 68.7%-8.7pp | 76.5%-16.5pp | 69.5%-9.5pp |
| Annual return | 17.81% | 530.12%-512.3pp | 176.28%-158.5pp | 73.14%-55.3pp |
| Employer contribution / active EE | $347 | $2,471-86.0% | $3,679-90.6% | $2,342-85.2% |
| Participant deferral / active EE | $1,386 | $2,854-51.4% | $3,897-64.4% | $3,332-58.4% |
| Admin fee / account holder | $44 | $3,840-98.9% | $5,194-99.2% | $4,645-99.1% |