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 | $82,069 | $64,909+26.4% | $82,313-0.3% | $62,292+31.7% |
| Participation rate | 40.2% | 74.9%-34.7pp | 76.9%-36.7pp | 69.5%-29.3pp |
| Annual return | 14.82% | 21.18%-6.4pp | 25.88%-11.1pp | 28.90%-14.1pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,374 | $3,103-23.5% | $3,706-35.9% | $3,169-25.1% |
| Admin fee / account holder | $202 | $440-54.2% | $5,608-96.4% | $479-58.0% |