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 | $141,301 | $214,378-34.1% | $200,582-29.6% | $142,382-0.8% |
| Participation rate | 23.8% | 87.4%-63.6pp | 86.9%-63.1pp | 80.1%-56.3pp |
| Annual return | 18.03% | 46.41%-28.4pp | 42.33%-24.3pp | 217.08%-199.0pp |
| Employer contribution / active EE | $0 | $6,841-100.0% | $6,419-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,579 | $9,865-63.7% | $9,331-61.6% | $6,507-45.0% |
| Admin fee / account holder | $45 | $17,692-99.7% | $16,305-99.7% | $12,624-99.6% |