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 | $111,060 | $52,836+110.2% | $105,738+5.0% | $64,186+73.0% |
| Participation rate | 23.1% | 66.5%-43.5pp | 76.3%-53.3pp | 69.6%-46.5pp |
| Annual return | 11.52% | 14.30%-2.8pp | 6.27%+5.2pp | 7.63%+3.9pp |
| Employer contribution / active EE | $300 | $1,827-83.6% | $3,268-90.8% | $2,381-87.4% |
| Participant deferral / active EE | $2,136 | $2,545-16.1% | $4,080-47.6% | $3,470-38.4% |
| Admin fee / account holder | $22 | $3,959-99.4% | $6,913-99.7% | $4,888-99.6% |