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 | $103,127 | $64,480+59.9% | $81,382+26.7% | $80,856+27.5% |
| Participation rate | 24.2% | 63.9%-39.6pp | 69.5%-45.2pp | 67.6%-43.4pp |
| Annual return | 10.40% | 16.34%-5.9pp | 24.73%-14.3pp | 35.59%-25.2pp |
| Employer contribution / active EE | $313 | $1,978-84.2% | $2,463-87.3% | $2,755-88.6% |
| Participant deferral / active EE | $2,506 | $3,094-19.0% | $3,883-35.5% | $4,296-41.7% |
| Admin fee / account holder | $9 | $5,671-99.8% | $5,768-99.8% | $6,918-99.9% |