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 | $136,285 | $80,673+68.9% | $101,326+34.5% | $84,808+60.7% |
| Participation rate | 50.0% | 77.8%-27.8pp | 81.5%-31.5pp | 68.3%-18.3pp |
| Annual return | 17.91% | 38.95%-21.0pp | 36.82%-18.9pp | 40.90%-23.0pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,419 | $6,840-35.4% | $7,994-44.7% | $4,212+4.9% |
| Admin fee / account holder | $192 | $12,784-98.5% | $11,185-98.3% | $7,344-97.4% |