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 | $108,825-17.8% | $156,181-42.8% | $82,448+8.4% |
| Participation rate | 51.4% | 72.4%-20.9pp | 78.8%-27.4pp | 68.1%-16.6pp |
| Annual return | 17.73% | 20.59%-2.9pp | 64.87%-47.1pp | 41.64%-23.9pp |
| Employer contribution / active EE | $350 | $2,870-87.8% | $4,294-91.9% | $2,551-86.3% |
| Participant deferral / active EE | $3,694 | $4,577-19.3% | $6,132-39.8% | $4,139-10.8% |
| Admin fee / account holder | $9 | $9,341-99.9% | $14,586-99.9% | $7,234-99.9% |