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 | $122,841 | $78,672+56.1% | $109,143+12.6% | $85,850+43.1% |
| Participation rate | 55.6% | 68.3%-12.7pp | 75.9%-20.3pp | 69.3%-13.8pp |
| Annual return | 17.24% | 25.09%-7.8pp | 25.75%-8.5pp | 318.53%-301.3pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,025 | $3,467+16.1% | $4,653-13.5% | $3,952+1.9% |
| Admin fee / account holder | $208 | $5,469-96.2% | $6,752-96.9% | $6,260-96.7% |