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 | $57,492 | $53,018+8.4% | $70,014-17.9% | $62,891-8.6% |
| Participation rate | 53.8% | 67.2%-13.4pp | 71.8%-18.0pp | 69.3%-15.5pp |
| Annual return | 8.30% | 13.35%-5.0pp | 12.99%-4.7pp | 20.14%-11.8pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,177 | $2,395-50.9% | $2,931-59.8% | $3,203-63.3% |
| Admin fee / account holder | $242 | $3,690-93.4% | $4,380-94.5% | $4,296-94.4% |