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 | $69,882 | $64,839+7.8% | $95,585-26.9% | $84,808-17.6% |
| Participation rate | 28.9% | 63.8%-34.9pp | 72.1%-43.2pp | 68.3%-39.4pp |
| Annual return | 17.18% | -670.96%+688.1pp | 38.56%-21.4pp | 40.90%-23.7pp |
| Employer contribution / active EE | $282 | $1,759-84.0% | $2,527-88.8% | $2,631-89.3% |
| Participant deferral / active EE | $1,250 | $2,965-57.9% | $4,023-68.9% | $4,212-70.3% |
| Admin fee / account holder | $118 | $5,964-98.0% | $6,127-98.1% | $7,344-98.4% |