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 | $163,558 | $148,534+10.1% | $135,903+20.3% | $139,434+17.3% |
| Participation rate | 31.8% | 83.9%-52.0pp | 81.9%-50.1pp | 80.3%-48.5pp |
| Annual return | 17.00% | 79.19%-62.2pp | 68.23%-51.2pp | 372.94%-355.9pp |
| Employer contribution / active EE | $777 | $5,243-85.2% | $4,856-84.0% | $4,751-83.6% |
| Participant deferral / active EE | $3,183 | $8,100-60.7% | $7,758-59.0% | $6,710-52.6% |
| Admin fee / account holder | $48 | $12,400-99.6% | $10,762-99.6% | $11,403-99.6% |