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 | $95,969 | $54,380+76.5% | $68,509+40.1% | $59,632+60.9% |
| Participation rate | 66.7% | 70.2%-3.5pp | 74.7%-8.1pp | 68.7%-2.0pp |
| Annual return | -0.55% | 2.83%-3.4pp | 8.27%-8.8pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,106 | $2,643+55.3% | $3,382+21.4% | $3,192+28.6% |
| Admin fee / account holder | $132 | $3,885-96.6% | $5,275-97.5% | $4,297-96.9% |