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 | $145,546 | $127,065+14.5% | $113,168+28.6% | $142,382+2.2% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 15.86% | 24.03%-8.2pp | 24.27%-8.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $276 | $3,442-92.0% | $2,975-90.7% | $4,299-93.6% |
| Participant deferral / active EE | $4,598 | $5,716-19.6% | $5,107-10.0% | $6,507-29.3% |
| Admin fee / account holder | $291 | $15,736-98.2% | $12,068-97.6% | $12,624-97.7% |