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 | $55,682 | $72,492-23.2% | $87,100-36.1% | $72,985-23.7% |
| Participation rate | 39.3% | 72.8%-33.5pp | 76.9%-37.6pp | 69.5%-30.2pp |
| Annual return | 25.77% | 24.46%+1.3pp | 28.19%-2.4pp | 81.00%-55.2pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,875 | $3,270+18.5% | $4,049-4.3% | $3,607+7.4% |
| Admin fee / account holder | $77 | $5,055-98.5% | $7,497-99.0% | $5,124-98.5% |