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 | $100,115 | $60,349+65.9% | $74,183+35.0% | $62,891+59.2% |
| Participation rate | 67.6% | 72.7%-5.2pp | 76.6%-9.1pp | 69.3%-1.7pp |
| Annual return | 9.60% | 21.37%-11.8pp | 17.74%-8.1pp | 20.14%-10.5pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,540 | $2,856+58.9% | $3,550+27.9% | $3,203+41.7% |
| Admin fee / account holder | $239 | $4,261-94.4% | $5,586-95.7% | $4,296-94.4% |