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 | $114,952 | $127,777-10.0% | $106,548+7.9% | $167,490-31.4% |
| Participation rate | 47.1% | 78.3%-31.2pp | 76.1%-29.1pp | 82.1%-35.0pp |
| Annual return | 27.28% | 33.87%-6.6pp | 26.80%+0.5pp | 478.56%-451.3pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,000 | $5,087-41.0% | $4,398-31.8% | $6,341-52.7% |
| Admin fee / account holder | $178 | $11,228-98.4% | $7,407-97.6% | $12,309-98.6% |