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 | $67,714 | $63,346+6.9% | $92,233-26.6% | $70,131-3.4% |
| Participation rate | 50.0% | 68.7%-18.7pp | 76.5%-26.5pp | 69.5%-19.5pp |
| Annual return | 16.96% | 530.12%-513.2pp | 176.28%-159.3pp | 73.14%-56.2pp |
| Employer contribution / active EE | $80 | $2,471-96.7% | $3,679-97.8% | $2,342-96.6% |
| Participant deferral / active EE | $1,618 | $2,854-43.3% | $3,897-58.5% | $3,332-51.4% |
| Admin fee / account holder | $178 | $3,840-95.4% | $5,194-96.6% | $4,645-96.2% |