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 | $48,611 | $176,056-72.4% | $159,436-69.5% | $167,490-71.0% |
| Participation rate | 42.9% | 84.9%-42.1pp | 82.8%-40.0pp | 82.1%-39.2pp |
| Annual return | 14.18% | 331.75%-317.6pp | 263.57%-249.4pp | 478.56%-464.4pp |
| Employer contribution / active EE | $350 | $5,297-93.4% | $4,829-92.7% | $4,837-92.8% |
| Participant deferral / active EE | $4,166 | $7,750-46.3% | $7,352-43.3% | $6,341-34.3% |
| Admin fee / account holder | $51 | $12,554-99.6% | $10,799-99.5% | $12,309-99.6% |