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 | $69,657 | $144,119-51.7% | $117,854-40.9% | $147,584-52.8% |
| Participation rate | 59.1% | 83.4%-24.3pp | 79.7%-20.6pp | 82.8%-23.7pp |
| Annual return | 14.07% | 531.15%-517.1pp | 335.08%-321.0pp | 578.55%-564.5pp |
| Employer contribution / active EE | $0 | $4,896-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,929 | $5,316+11.5% | $4,482+32.3% | $5,439+9.0% |
| Admin fee / account holder | $282 | $10,886-97.4% | $8,020-96.5% | $10,885-97.4% |