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 | $102,743 | $115,770-11.3% | $101,248+1.5% | $158,922-35.3% |
| Participation rate | 57.1% | 79.4%-22.2pp | 75.8%-18.7pp | 82.0%-24.8pp |
| Annual return | 17.94% | 56.14%-38.2pp | 46.47%-28.5pp | 302.83%-284.9pp |
| Employer contribution / active EE | $454 | $4,175-89.1% | $3,660-87.6% | $4,761-90.5% |
| Participant deferral / active EE | $2,073 | $4,957-58.2% | $4,370-52.6% | $5,982-65.3% |
| Admin fee / account holder | $204 | $7,245-97.2% | $5,945-96.6% | $11,246-98.2% |