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 | $71,183 | $62,672+13.6% | $185,117-61.5% | $70,131+1.5% |
| Participation rate | 46.2% | 63.8%-17.6pp | 77.3%-31.1pp | 69.5%-23.4pp |
| Annual return | 23.08% | 40.79%-17.7pp | 40.50%-17.4pp | 73.14%-50.1pp |
| Employer contribution / active EE | $10 | $1,753-99.4% | $4,182-99.8% | $2,342-99.6% |
| Participant deferral / active EE | $2,445 | $3,272-25.3% | $5,045-51.5% | $3,332-26.6% |
| Admin fee / account holder | $0 | $3,932-100.0% | $8,159-100.0% | $4,645-100.0% |