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 | $88,389 | $72,492+21.9% | $87,100+1.5% | $72,985+21.1% |
| Participation rate | 56.7% | 72.8%-16.1pp | 76.9%-20.2pp | 69.5%-12.8pp |
| Annual return | 22.47% | 24.46%-2.0pp | 28.19%-5.7pp | 81.00%-58.5pp |
| Employer contribution / active EE | $391 | $1,894-79.4% | $2,521-84.5% | $2,440-84.0% |
| Participant deferral / active EE | $2,673 | $3,270-18.2% | $4,049-34.0% | $3,607-25.9% |
| Admin fee / account holder | $42 | $5,055-99.2% | $7,497-99.4% | $5,124-99.2% |