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 | $127,288 | $176,056-27.7% | $159,436-20.2% | $167,490-24.0% |
| Participation rate | 58.8% | 84.9%-26.1pp | 82.8%-24.0pp | 82.1%-23.3pp |
| Annual return | 11.93% | 331.75%-319.8pp | 263.57%-251.6pp | 478.56%-466.6pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $8,669 | $7,750+11.9% | $7,352+17.9% | $6,341+36.7% |
| Admin fee / account holder | $80 | $12,554-99.4% | $10,799-99.3% | $12,309-99.3% |