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 | $89,406 | $109,413-18.3% | $156,263-42.8% | $84,808+5.4% |
| Participation rate | 51.4% | 72.7%-21.3pp | 78.9%-27.5pp | 68.3%-16.9pp |
| Annual return | 17.73% | 20.18%-2.4pp | 59.47%-41.7pp | 40.90%-23.2pp |
| Employer contribution / active EE | $350 | $2,907-88.0% | $4,333-91.9% | $2,631-86.7% |
| Participant deferral / active EE | $3,694 | $4,590-19.5% | $6,158-40.0% | $4,212-12.3% |
| Admin fee / account holder | $9 | $9,357-99.9% | $14,255-99.9% | $7,344-99.9% |