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 | $64,563 | $127,264-49.3% | $109,895-41.3% | $167,490-61.5% |
| Participation rate | 16.7% | 77.9%-61.2pp | 74.2%-57.6pp | 82.1%-65.4pp |
| Annual return | 11.49% | 22.97%-11.5pp | 29.45%-18.0pp | 478.56%-467.1pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,842-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,708 | $4,514-62.2% | $4,048-57.8% | $6,341-73.1% |
| Admin fee / account holder | $60 | $7,114-99.2% | $6,066-99.0% | $12,309-99.5% |