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 | $81,436 | $43,075+89.1% | $74,583+9.2% | $62,891+29.5% |
| Participation rate | 3.7% | 58.1%-54.3pp | 68.1%-64.4pp | 69.3%-65.6pp |
| Annual return | 9.24% | 17.50%-8.3pp | 20.47%-11.2pp | 20.14%-10.9pp |
| Employer contribution / active EE | $119 | $1,498-92.1% | $2,525-95.3% | $2,281-94.8% |
| Participant deferral / active EE | $852 | $2,389-64.3% | $3,458-75.4% | $3,203-73.4% |
| Admin fee / account holder | $0 | $2,840-100.0% | $4,138-100.0% | $4,296-100.0% |