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 | $103,764 | $209,411-50.4% | $178,490-41.9% | $158,922-34.7% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 20.11% | 188.75%-168.6pp | 151.07%-131.0pp | 302.83%-282.7pp |
| Employer contribution / active EE | $1,008 | $5,706-82.3% | $5,011-79.9% | $4,761-78.8% |
| Participant deferral / active EE | $5,867 | $5,954-1.5% | $5,202+12.8% | $5,982-1.9% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |