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 | $73,917 | $60,349+22.5% | $74,183-0.4% | $62,891+17.5% |
| Participation rate | 30.3% | 72.7%-42.4pp | 76.6%-46.3pp | 69.3%-39.0pp |
| Annual return | 5.23% | 21.37%-16.1pp | 17.74%-12.5pp | 20.14%-14.9pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,845 | $2,856-35.4% | $3,550-48.0% | $3,203-42.4% |
| Admin fee / account holder | $180 | $4,261-95.8% | $5,586-96.8% | $4,296-95.8% |