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 | $71,723 | $67,411+6.4% | $91,001-21.2% | $70,131+2.3% |
| Participation rate | 50.0% | 71.4%-21.4pp | 75.6%-25.6pp | 69.5%-19.5pp |
| Annual return | 18.01% | -40.16%+58.2pp | 4.60%+13.4pp | 73.14%-55.1pp |
| Employer contribution / active EE | $328 | $1,786-81.6% | $2,456-86.6% | $2,342-86.0% |
| Participant deferral / active EE | $1,388 | $2,823-50.8% | $3,547-60.9% | $3,332-58.3% |
| Admin fee / account holder | $217 | $4,236-94.9% | $5,417-96.0% | $4,645-95.3% |