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 | $64,273 | $110,261-41.7% | $95,745-32.9% | $139,434-53.9% |
| Participation rate | 28.6% | 75.8%-47.2pp | 72.3%-43.7pp | 80.3%-51.7pp |
| Annual return | 28.40% | 27.11%+1.3pp | 28.35%0pp | 372.94%-344.5pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $2,835-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,400 | $4,676-27.3% | $4,245-19.9% | $6,710-49.3% |
| Admin fee / account holder | $20 | $6,613-99.7% | $5,678-99.6% | $11,403-99.8% |