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 | $124,662 | $135,952-8.3% | $123,892+0.6% | $273,961-54.5% |
| Participation rate | 21.1% | 84.1%-63.0pp | 81.4%-60.4pp | 83.0%-62.0pp |
| Annual return | 4.62% | 56.63%-52.0pp | 47.52%-42.9pp | 41.45%-36.8pp |
| Employer contribution / active EE | $363 | $5,170-93.0% | $4,617-92.1% | $4,869-92.5% |
| Participant deferral / active EE | $2,026 | $6,343-68.1% | $5,984-66.1% | $5,287-61.7% |
| Admin fee / account holder | -$160 | $9,817-101.6% | $8,357-101.9% | $10,132-101.6% |