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 | $69,378 | $56,897+21.9% | $84,750-18.1% | $62,891+10.3% |
| Participation rate | 32.1% | 68.5%-36.4pp | 76.6%-44.4pp | 69.3%-37.2pp |
| Annual return | 20.69% | 6.30%+14.4pp | 22.78%-2.1pp | 20.14%+0.5pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,324 | $2,709-51.1% | $3,712-64.3% | $3,203-58.7% |
| Admin fee / account holder | $74 | $3,581-97.9% | $5,332-98.6% | $4,296-98.3% |