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 | $118,096 | $159,602-26.0% | $150,045-21.3% | $142,382-17.1% |
| Participation rate | 69.2% | 84.0%-14.7pp | 82.3%-13.1pp | 80.1%-10.9pp |
| Annual return | 16.10% | 70.24%-54.1pp | 62.55%-46.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,702 | $8,310-55.4% | $7,997-53.7% | $6,507-43.1% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |