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 | $96,223 | $106,515-9.7% | $96,683-0.5% | $139,434-31.0% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 19.02% | 38.43%-19.4pp | 35.69%-16.7pp | 372.94%-353.9pp |
| Employer contribution / active EE | $221 | $4,103-94.6% | $3,737-94.1% | $4,751-95.4% |
| Participant deferral / active EE | $5,625 | $5,454+3.1% | $4,878+15.3% | $6,710-16.2% |
| Admin fee / account holder | $60 | $7,877-99.2% | $6,730-99.1% | $11,403-99.5% |