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 | $105,204 | $168,632-37.6% | $147,614-28.7% | $125,391-16.1% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -1.11% | 77.65%-78.8pp | 61.98%-63.1pp | 282.22%-283.3pp |
| Employer contribution / active EE | $376 | $6,252-94.0% | $5,564-93.2% | $4,866-92.3% |
| Participant deferral / active EE | $6,360 | $5,507+15.5% | $4,895+29.9% | $5,352+18.9% |
| Admin fee / account holder | $32 | $13,580-99.8% | $11,611-99.7% | $9,540-99.7% |