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 | $68,120 | $85,766-20.6% | $136,294-50.0% | $70,131-2.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 81.9%-31.9pp | 69.5%-19.5pp |
| Annual return | 14.85% | 31.45%-16.6pp | 5155.94%-5141.1pp | 73.14%-58.3pp |
| Employer contribution / active EE | $342 | $2,966-88.5% | $4,695-92.7% | $2,342-85.4% |
| Participant deferral / active EE | $3,368 | $5,051-33.3% | $6,247-46.1% | $3,332+1.1% |
| Admin fee / account holder | $34 | $5,420-99.4% | $9,243-99.6% | $4,645-99.3% |