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 | $95,028 | $99,918-4.9% | $81,382+16.8% | $145,922-34.9% |
| Participation rate | 42.9% | 74.2%-31.3pp | 69.5%-26.6pp | 80.3%-37.4pp |
| Annual return | 7.71% | 34.32%-26.6pp | 24.73%-17.0pp | 561.29%-553.6pp |
| Employer contribution / active EE | $256 | $2,978-91.4% | $2,463-89.6% | $4,660-94.5% |
| Participant deferral / active EE | $1,353 | $4,605-70.6% | $3,883-65.2% | $6,688-79.8% |
| Admin fee / account holder | $6 | $8,212-99.9% | $5,768-99.9% | $13,397-100.0% |