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 | $87,144 | $198,466-56.1% | $170,442-48.9% | $147,584-41.0% |
| Participation rate | 36.4% | 88.0%-51.6pp | 83.6%-47.2pp | 82.8%-46.5pp |
| Annual return | 20.78% | 257.29%-236.5pp | 205.93%-185.2pp | 578.55%-557.8pp |
| Employer contribution / active EE | $655 | $6,184-89.4% | $5,433-88.0% | $4,876-86.6% |
| Participant deferral / active EE | $3,273 | $5,629-41.9% | $4,939-33.7% | $5,439-39.8% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |