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 | $92,033 | $57,828+59.2% | $117,039-21.4% | $70,131+31.2% |
| Participation rate | 14.9% | 67.1%-52.2pp | 77.2%-62.2pp | 69.5%-54.6pp |
| Annual return | 20.18% | 17.55%+2.6pp | 18.95%+1.2pp | 73.14%-53.0pp |
| Employer contribution / active EE | $156 | $1,816-91.4% | $3,785-95.9% | $2,342-93.4% |
| Participant deferral / active EE | $1,016 | $2,438-58.3% | $3,929-74.2% | $3,332-69.5% |
| Admin fee / account holder | $272 | $3,548-92.3% | $5,974-95.4% | $4,645-94.1% |