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 | $76,185 | $72,277+5.4% | $101,248-24.8% | $79,858-4.6% |
| Participation rate | 29.0% | 68.5%-39.4pp | 75.8%-46.8pp | 69.6%-40.6pp |
| Annual return | 13.47% | 22.30%-8.8pp | 46.47%-33.0pp | 31.71%-18.2pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,784 | $3,282-45.6% | $4,370-59.2% | $3,740-52.3% |
| Admin fee / account holder | $268 | $4,400-93.9% | $5,945-95.5% | $5,306-95.0% |