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 | $64,113 | $209,411-69.4% | $178,490-64.1% | $158,922-59.7% |
| Participation rate | 60.0% | 86.3%-26.3pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 12.98% | 188.75%-175.8pp | 151.07%-138.1pp | 302.83%-289.8pp |
| Employer contribution / active EE | $1,074 | $5,706-81.2% | $5,011-78.6% | $4,761-77.5% |
| Participant deferral / active EE | $4,622 | $5,954-22.4% | $5,202-11.1% | $5,982-22.7% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |