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 | $82,412 | $209,411-60.6% | $178,490-53.8% | $158,922-48.1% |
| Participation rate | 42.9% | 86.3%-43.5pp | 81.9%-39.1pp | 82.0%-39.1pp |
| Annual return | 9.76% | 188.75%-179.0pp | 151.07%-141.3pp | 302.83%-293.1pp |
| Employer contribution / active EE | $950 | $5,706-83.4% | $5,011-81.0% | $4,761-80.1% |
| Participant deferral / active EE | $3,236 | $5,954-45.7% | $5,202-37.8% | $5,982-45.9% |
| Admin fee / account holder | $9 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |