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 | $181,571 | $232,540-21.9% | $185,117-1.9% | $147,584+23.0% |
| Participation rate | 35.7% | 82.4%-46.6pp | 77.3%-41.6pp | 82.8%-47.1pp |
| Annual return | 18.79% | 43.03%-24.2pp | 40.50%-21.7pp | 578.55%-559.8pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,433 | $5,834-58.3% | $5,045-51.8% | $5,439-55.3% |
| Admin fee / account holder | $278 | $10,275-97.3% | $8,159-96.6% | $10,885-97.4% |