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 | $81,820 | $47,944+70.7% | $67,834+20.6% | $62,891+30.1% |
| Participation rate | 25.3% | 61.1%-35.7pp | 68.8%-43.5pp | 69.3%-44.0pp |
| Annual return | 8.61% | 11.77%-3.2pp | 138.47%-129.9pp | 20.14%-11.5pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,259 | $2,247-44.0% | $3,160-60.2% | $3,203-60.7% |
| Admin fee / account holder | $17 | $3,712-99.6% | $4,622-99.6% | $4,296-99.6% |