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 | $63,836 | $78,705-18.9% | $117,854-45.8% | $70,131-9.0% |
| Participation rate | 64.5% | 73.2%-8.7pp | 79.7%-15.1pp | 69.5%-5.0pp |
| Annual return | 32.51% | 23.30%+9.2pp | 335.08%-302.6pp | 73.14%-40.6pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,085 | $3,297-6.4% | $4,482-31.2% | $3,332-7.4% |
| Admin fee / account holder | $28 | $5,065-99.5% | $8,020-99.7% | $4,645-99.4% |