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 | $34,150 | $209,411-83.7% | $178,490-80.9% | $158,922-78.5% |
| Participation rate | 68.2% | 86.3%-18.2pp | 81.9%-13.7pp | 82.0%-13.8pp |
| Annual return | 16.27% | 188.75%-172.5pp | 151.07%-134.8pp | 302.83%-286.6pp |
| Employer contribution / active EE | $669 | $5,706-88.3% | $5,011-86.6% | $4,761-85.9% |
| Participant deferral / active EE | $2,712 | $5,954-54.5% | $5,202-47.9% | $5,982-54.7% |
| Admin fee / account holder | $208 | $17,074-98.8% | $13,984-98.5% | $11,246-98.2% |