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 | $165,856 | $142,344+16.5% | $119,609+38.7% | $134,475+23.3% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -10.55% | -12.44%+1.9pp | -14.97%+4.4pp | 417.96%-428.5pp |
| Employer contribution / active EE | $797 | $5,222-84.7% | $4,232-81.2% | $4,740-83.2% |
| Participant deferral / active EE | $14,058 | $6,469+117.3% | $5,602+150.9% | $6,400+119.7% |
| Admin fee / account holder | $25 | $13,584-99.8% | $10,323-99.8% | $11,426-99.8% |