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 | $68,386 | $165,335-58.6% | $149,696-54.3% | $158,922-57.0% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 21.81% | 348.15%-326.3pp | 276.60%-254.8pp | 302.83%-281.0pp |
| Employer contribution / active EE | $309 | $5,103-93.9% | $4,644-93.3% | $4,761-93.5% |
| Participant deferral / active EE | $8,333 | $7,181+16.0% | $6,842+21.8% | $5,982+39.3% |
| Admin fee / account holder | $292 | $10,807-97.3% | $9,309-96.9% | $11,246-97.4% |