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 | $87,616 | $127,065-31.0% | $113,168-22.6% | $142,382-38.5% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 16.72% | 24.03%-7.3pp | 24.27%-7.5pp | 217.08%-200.4pp |
| Employer contribution / active EE | $744 | $3,442-78.4% | $2,975-75.0% | $4,299-82.7% |
| Participant deferral / active EE | $1,860 | $5,716-67.5% | $5,107-63.6% | $6,507-71.4% |
| Admin fee / account holder | $60 | $15,736-99.6% | $12,068-99.5% | $12,624-99.5% |