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 | $216,551 | $117,841+83.8% | $102,423+111.4% | $145,922+48.4% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-46.9pp |
| Annual return | 12.53% | 31.65%-19.1pp | 29.32%-16.8pp | 561.29%-548.8pp |
| Employer contribution / active EE | $547 | $3,615-84.9% | $3,023-81.9% | $4,660-88.3% |
| Participant deferral / active EE | $4,133 | $5,731-27.9% | $5,053-18.2% | $6,688-38.2% |
| Admin fee / account holder | $120 | $13,326-99.1% | $9,451-98.7% | $13,397-99.1% |