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 | $71,121 | $226,064-68.5% | $182,532-61.0% | $152,861-53.5% |
| Participation rate | 68.4% | 82.5%-14.0pp | 78.0%-9.6pp | 82.4%-14.0pp |
| Annual return | 18.37% | 192.51%-174.1pp | 148.54%-130.2pp | 345.32%-327.0pp |
| Employer contribution / active EE | $40 | $4,978-99.2% | $4,076-99.0% | $4,762-99.2% |
| Participant deferral / active EE | $5,264 | $6,368-17.3% | $5,524-4.7% | $5,850-10.0% |
| Admin fee / account holder | $135 | $10,703-98.7% | $8,592-98.4% | $11,596-98.8% |