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 | $32,719 | $202,318-83.8% | $172,739-81.1% | $152,861-78.6% |
| Participation rate | 40.0% | 87.1%-47.1pp | 82.6%-42.6pp | 82.4%-42.4pp |
| Annual return | 24.29% | 1029.65%-1005.4pp | 802.84%-778.5pp | 345.32%-321.0pp |
| Employer contribution / active EE | $1,165 | $5,856-80.1% | $5,143-77.3% | $4,762-75.5% |
| Participant deferral / active EE | $4,185 | $5,948-29.6% | $5,198-19.5% | $5,850-28.5% |
| Admin fee / account holder | $15 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |