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 | $69,291 | $80,968-14.4% | $96,544-28.2% | $75,163-7.8% |
| Participation rate | 56.4% | 71.8%-15.4pp | 76.0%-19.6pp | 67.2%-10.8pp |
| Annual return | 14.55% | 27.06%-12.5pp | 25.84%-11.3pp | 160.62%-146.1pp |
| Employer contribution / active EE | $536 | $2,282-76.5% | $2,965-81.9% | $2,670-79.9% |
| Participant deferral / active EE | $3,083 | $3,928-21.5% | $4,851-36.4% | $4,125-25.3% |
| Admin fee / account holder | $181 | $6,724-97.3% | $8,252-97.8% | $5,651-96.8% |