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 | $113,098 | $202,318-44.1% | $172,739-34.5% | $152,861-26.0% |
| Participation rate | 55.6% | 87.1%-31.5pp | 82.6%-27.1pp | 82.4%-26.9pp |
| Annual return | 17.64% | 1029.65%-1012.0pp | 802.84%-785.2pp | 345.32%-327.7pp |
| Employer contribution / active EE | $858 | $5,856-85.4% | $5,143-83.3% | $4,762-82.0% |
| Participant deferral / active EE | $3,468 | $5,948-41.7% | $5,198-33.3% | $5,850-40.7% |
| Admin fee / account holder | $44 | $17,109-99.7% | $13,954-99.7% | $11,596-99.6% |