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 | $84,298 | $63,346+33.1% | $92,233-8.6% | $70,131+20.2% |
| Participation rate | 49.1% | 68.7%-19.6pp | 76.5%-27.4pp | 69.5%-20.5pp |
| Annual return | 12.93% | 530.12%-517.2pp | 176.28%-163.4pp | 73.14%-60.2pp |
| Employer contribution / active EE | $411 | $2,471-83.4% | $3,679-88.8% | $2,342-82.4% |
| Participant deferral / active EE | $2,131 | $2,854-25.3% | $3,897-45.3% | $3,332-36.0% |
| Admin fee / account holder | $147 | $3,840-96.2% | $5,194-97.2% | $4,645-96.8% |