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 | $84,084 | $60,349+39.3% | $74,183+13.3% | $62,891+33.7% |
| Participation rate | 53.1% | 72.7%-19.6pp | 76.6%-23.5pp | 69.3%-16.2pp |
| Annual return | 5.59% | 21.37%-15.8pp | 17.74%-12.1pp | 20.14%-14.6pp |
| Employer contribution / active EE | $284 | $1,680-83.1% | $2,370-88.0% | $2,281-87.6% |
| Participant deferral / active EE | $1,705 | $2,856-40.3% | $3,550-52.0% | $3,203-46.8% |
| Admin fee / account holder | $3 | $4,261-99.9% | $5,586-100.0% | $4,296-99.9% |