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 | $98,885 | $159,934-38.2% | $147,005-32.7% | $145,959-32.3% |
| Participation rate | 18.2% | 84.0%-65.8pp | 82.2%-64.0pp | 80.3%-62.1pp |
| Annual return | 17.88% | 98.24%-80.4pp | 418.76%-400.9pp | 561.95%-544.1pp |
| Employer contribution / active EE | $265 | $5,287-95.0% | $4,934-94.6% | $4,661-94.3% |
| Participant deferral / active EE | $3,074 | $8,427-63.5% | $8,070-61.9% | $6,689-54.0% |
| Admin fee / account holder | $28 | $15,053-99.8% | $13,006-99.8% | $13,398-99.8% |