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 | $98,180 | $99,985-1.8% | $146,665-33.1% | $85,850+14.4% |
| Participation rate | 35.7% | 73.1%-37.3pp | 80.1%-44.4pp | 69.3%-33.6pp |
| Annual return | 13.69% | 18.93%-5.2pp | 22.74%-9.1pp | 318.53%-304.8pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,173 | $4,006-45.7% | $5,506-60.5% | $3,952-45.0% |
| Admin fee / account holder | $18 | $7,702-99.8% | $10,280-99.8% | $6,260-99.7% |