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 | $73,608 | $84,233-12.6% | $170,442-56.8% | $70,131+5.0% |
| Participation rate | 40.0% | 70.8%-30.8pp | 83.6%-43.6pp | 69.5%-29.5pp |
| Annual return | 19.52% | 23.06%-3.5pp | 205.93%-186.4pp | 73.14%-53.6pp |
| Employer contribution / active EE | $240 | $3,387-92.9% | $5,433-95.6% | $2,342-89.8% |
| Participant deferral / active EE | $1,954 | $3,086-36.7% | $4,939-60.4% | $3,332-41.4% |
| Admin fee / account holder | $294 | $5,698-94.8% | $13,880-97.9% | $4,645-93.7% |