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 | $58,111 | $53,127+9.4% | $86,590-32.9% | $70,131-17.1% |
| Participation rate | 63.4% | 65.3%-1.9pp | 73.5%-10.1pp | 69.5%-6.1pp |
| Annual return | 27.07% | 27.66%-0.6pp | 964.84%-937.8pp | 73.14%-46.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,885 | $2,696+44.1% | $3,609+7.7% | $3,332+16.6% |
| Admin fee / account holder | $56 | $3,585-98.4% | $4,906-98.9% | $4,645-98.8% |