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 | $63,034 | $51,175+23.2% | $70,515-10.6% | $75,163-16.1% |
| Participation rate | 49.1% | 60.9%-11.8pp | 68.3%-19.3pp | 67.2%-18.1pp |
| Annual return | 18.20% | 30.02%-11.8pp | 32.77%-14.6pp | 160.62%-142.4pp |
| Employer contribution / active EE | $356 | $1,826-80.5% | $2,973-88.0% | $2,670-86.7% |
| Participant deferral / active EE | $2,892 | $2,849+1.5% | $4,567-36.7% | $4,125-29.9% |
| Admin fee / account holder | $29 | $4,091-99.3% | $6,412-99.5% | $5,651-99.5% |