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 | $72,876 | $65,395+11.4% | $182,532-60.1% | $72,985-0.1% |
| Participation rate | 37.8% | 65.4%-27.7pp | 78.0%-40.2pp | 69.5%-31.7pp |
| Annual return | 20.03% | 27.68%-7.7pp | 148.54%-128.5pp | 81.00%-61.0pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,213 | $3,563-66.0% | $5,524-78.0% | $3,607-66.4% |
| Admin fee / account holder | $65 | $4,245-98.5% | $8,592-99.2% | $5,124-98.7% |