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 | $114,529 | $95,803+19.5% | $113,168+1.2% | $84,808+35.0% |
| Participation rate | 48.0% | 72.9%-24.9pp | 76.6%-28.6pp | 68.3%-20.3pp |
| Annual return | 17.31% | 25.00%-7.7pp | 24.27%-7.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,017 | $4,242-5.3% | $5,107-21.3% | $4,212-4.6% |
| Admin fee / account holder | $206 | $8,989-97.7% | $12,068-98.3% | $7,344-97.2% |