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 | $64,646 | $60,349+7.1% | $74,183-12.9% | $62,891+2.8% |
| Participation rate | 61.3% | 72.7%-11.4pp | 76.6%-15.3pp | 69.3%-8.0pp |
| Annual return | 43.94% | 21.37%+22.6pp | 17.74%+26.2pp | 20.14%+23.8pp |
| Employer contribution / active EE | $337 | $1,680-79.9% | $2,370-85.8% | $2,281-85.2% |
| Participant deferral / active EE | $2,599 | $2,856-9.0% | $3,550-26.8% | $3,203-18.9% |
| Admin fee / account holder | $14 | $4,261-99.7% | $5,586-99.7% | $4,296-99.7% |