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 | $128,676 | $179,726-28.4% | $156,263-17.7% | $142,382-9.6% |
| Participation rate | 25.0% | 82.1%-57.1pp | 78.9%-53.9pp | 80.1%-55.1pp |
| Annual return | 21.01% | 77.86%-56.9pp | 59.47%-38.5pp | 217.08%-196.1pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,648 | $6,956-61.9% | $6,158-57.0% | $6,507-59.3% |
| Admin fee / account holder | $20 | $17,272-99.9% | $14,255-99.9% | $12,624-99.8% |