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 | $79,375 | $180,449-56.0% | $154,107-48.5% | $135,375-41.4% |
| Participation rate | 28.6% | 87.4%-58.9pp | 83.0%-54.5pp | 82.6%-54.1pp |
| Annual return | -8.69% | 888.09%-896.8pp | 735.12%-743.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $979 | $6,035-83.8% | $5,298-81.5% | $4,779-79.5% |
| Participant deferral / active EE | $2,969 | $5,806-48.9% | $5,081-41.6% | $5,609-47.1% |
| Admin fee / account holder | $287 | $16,143-98.2% | $13,411-97.9% | $10,827-97.3% |