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 | $97,256 | $69,207+40.5% | $64,056+51.8% | $139,434-30.2% |
| Participation rate | 23.1% | 75.6%-52.5pp | 72.3%-49.2pp | 80.3%-57.2pp |
| Annual return | 19.14% | 45.88%-26.7pp | 33.69%-14.5pp | 372.94%-353.8pp |
| Employer contribution / active EE | $170 | $3,182-94.7% | $2,747-93.8% | $4,751-96.4% |
| Participant deferral / active EE | $2,650 | $4,682-43.4% | $3,880-31.7% | $6,710-60.5% |
| Admin fee / account holder | $20 | $4,244-99.5% | $3,068-99.3% | $11,403-99.8% |