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 | $127,642 | $176,056-27.5% | $159,436-19.9% | $167,490-23.8% |
| Participation rate | 47.1% | 84.9%-37.9pp | 82.8%-35.8pp | 82.1%-35.0pp |
| Annual return | 16.26% | 331.75%-315.5pp | 263.57%-247.3pp | 478.56%-462.3pp |
| Employer contribution / active EE | $950 | $5,297-82.1% | $4,829-80.3% | $4,837-80.4% |
| Participant deferral / active EE | $3,718 | $7,750-52.0% | $7,352-49.4% | $6,341-41.4% |
| Admin fee / account holder | $13 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |