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 | $104,088 | $87,540+18.9% | $75,781+37.4% | $125,391-17.0% |
| Participation rate | 33.3% | 80.2%-46.8pp | 75.8%-42.5pp | 83.2%-49.9pp |
| Annual return | -1.34% | 13.48%-14.8pp | 9.68%-11.0pp | 282.22%-283.6pp |
| Employer contribution / active EE | $320 | $3,930-91.9% | $3,323-90.4% | $4,866-93.4% |
| Participant deferral / active EE | $5,168 | $4,229+22.2% | $3,651+41.5% | $5,352-3.4% |
| Admin fee / account holder | -$36 | $6,502-100.6% | $5,299-100.7% | $9,540-100.4% |