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 | $70,334 | $54,762+28.4% | $90,281-22.1% | $72,985-3.6% |
| Participation rate | 29.3% | 65.1%-35.9pp | 73.3%-44.0pp | 69.5%-40.2pp |
| Annual return | 22.82% | 30.63%-7.8pp | 78.10%-55.3pp | 81.00%-58.2pp |
| Employer contribution / active EE | $122 | $2,092-94.2% | $2,854-95.7% | $2,440-95.0% |
| Participant deferral / active EE | $1,156 | $2,887-60.0% | $3,885-70.2% | $3,607-68.0% |
| Admin fee / account holder | $176 | $3,972-95.6% | $5,351-96.7% | $5,124-96.6% |