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 | $148,901 | $198,466-25.0% | $170,442-12.6% | $147,584+0.9% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 17.87% | 257.29%-239.4pp | 205.93%-188.1pp | 578.55%-560.7pp |
| Employer contribution / active EE | $1,015 | $6,184-83.6% | $5,433-81.3% | $4,876-79.2% |
| Participant deferral / active EE | $3,415 | $5,629-39.3% | $4,939-30.9% | $5,439-37.2% |
| Admin fee / account holder | -$273 | $16,852-101.6% | $13,880-102.0% | $10,885-102.5% |