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 | $153,261 | $154,117-0.6% | $129,995+17.9% | $139,434+9.9% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.5%-53.5pp | 80.3%-55.3pp |
| Annual return | 29.50% | 32.48%-3.0pp | -137.18%+166.7pp | 372.94%-343.4pp |
| Employer contribution / active EE | $1,071 | $5,289-79.7% | $4,320-75.2% | $4,751-77.5% |
| Participant deferral / active EE | $2,651 | $6,710-60.5% | $5,820-54.4% | $6,710-60.5% |
| Admin fee / account holder | $114 | $14,007-99.2% | $10,614-98.9% | $11,403-99.0% |