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 | $118,950 | $127,264-6.5% | $109,895+8.2% | $167,490-29.0% |
| Participation rate | 42.9% | 77.9%-35.0pp | 74.2%-31.4pp | 82.1%-39.2pp |
| Annual return | 12.54% | 22.97%-10.4pp | 29.45%-16.9pp | 478.56%-466.0pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,842-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,001 | $4,514-11.4% | $4,048-1.2% | $6,341-36.9% |
| Admin fee / account holder | $4 | $7,114-99.9% | $6,066-99.9% | $12,309-100.0% |