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 | $92,425 | $111,724-17.3% | $93,606-1.3% | $145,922-36.7% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 8.69% | 202.98%-194.3pp | 133.20%-124.5pp | 561.29%-552.6pp |
| Employer contribution / active EE | $303 | $3,090-90.2% | $2,420-87.5% | $4,660-93.5% |
| Participant deferral / active EE | $4,136 | $4,912-15.8% | $4,411-6.2% | $6,688-38.2% |
| Admin fee / account holder | $40 | $10,250-99.6% | $8,285-99.5% | $13,397-99.7% |