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 | $88,249 | $82,523+6.9% | $115,752-23.8% | $70,131+25.8% |
| Participation rate | 50.8% | 74.0%-23.1pp | 77.8%-26.9pp | 69.5%-18.7pp |
| Annual return | 13.18% | 28.22%-15.0pp | 19.41%-6.2pp | 73.14%-60.0pp |
| Employer contribution / active EE | $650 | $2,758-76.4% | $3,492-81.4% | $2,342-72.3% |
| Participant deferral / active EE | $2,360 | $4,062-41.9% | $5,204-54.7% | $3,332-29.2% |
| Admin fee / account holder | $10 | $4,552-99.8% | $6,278-99.8% | $4,645-99.8% |