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 | $145,085 | $114,381+26.8% | $107,525+34.9% | $142,382+1.9% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.1%-35.1pp | 80.1%-40.1pp |
| Annual return | 20.01% | 242.71%-222.7pp | 181.32%-161.3pp | 217.08%-197.1pp |
| Employer contribution / active EE | $532 | $4,015-86.7% | $3,754-85.8% | $4,299-87.6% |
| Participant deferral / active EE | $6,240 | $5,564+12.1% | $5,116+22.0% | $6,507-4.1% |
| Admin fee / account holder | $33 | $9,860-99.7% | $8,919-99.6% | $12,624-99.7% |