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 | $81,659 | $63,346+28.9% | $92,233-11.5% | $70,131+16.4% |
| Participation rate | 48.1% | 68.7%-20.5pp | 76.5%-28.3pp | 69.5%-21.4pp |
| Annual return | 19.84% | 530.12%-510.3pp | 176.28%-156.4pp | 73.14%-53.3pp |
| Employer contribution / active EE | $437 | $2,471-82.3% | $3,679-88.1% | $2,342-81.4% |
| Participant deferral / active EE | $1,961 | $2,854-31.3% | $3,897-49.7% | $3,332-41.1% |
| Admin fee / account holder | $223 | $3,840-94.2% | $5,194-95.7% | $4,645-95.2% |