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 | $102,333 | $217,402-52.9% | $185,823-44.9% | $167,490-38.9% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 12.35% | 148.36%-136.0pp | 122.05%-109.7pp | 478.56%-466.2pp |
| Employer contribution / active EE | $682 | $5,873-88.4% | $5,167-86.8% | $4,837-85.9% |
| Participant deferral / active EE | $5,140 | $6,356-19.1% | $5,568-7.7% | $6,341-19.0% |
| Admin fee / account holder | $239 | $19,811-98.8% | $16,237-98.5% | $12,309-98.1% |