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 | $104,858 | $64,480+62.6% | $81,382+28.8% | $80,856+29.7% |
| Participation rate | 21.3% | 63.9%-42.6pp | 69.5%-48.2pp | 67.6%-46.4pp |
| Annual return | 20.30% | 16.34%+4.0pp | 24.73%-4.4pp | 35.59%-15.3pp |
| Employer contribution / active EE | $408 | $1,978-79.4% | $2,463-83.4% | $2,755-85.2% |
| Participant deferral / active EE | $2,317 | $3,094-25.1% | $3,883-40.3% | $4,296-46.1% |
| Admin fee / account holder | $0 | $5,671-100.0% | $5,768-100.0% | $6,918-100.0% |