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 | $102,694 | $97,757+5.1% | $83,848+22.5% | $135,375-24.1% |
| Participation rate | 60.0% | 80.0%-20.0pp | 76.1%-16.1pp | 82.6%-22.6pp |
| Annual return | -7.25% | 1287.37%-1294.6pp | 850.88%-858.1pp | 519.73%-527.0pp |
| Employer contribution / active EE | $643 | $4,222-84.8% | $3,631-82.3% | $4,779-86.5% |
| Participant deferral / active EE | $4,405 | $4,682-5.9% | $4,082+7.9% | $5,609-21.5% |
| Admin fee / account holder | $161 | $6,674-97.6% | $5,478-97.1% | $10,827-98.5% |