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 | $85,979 | $107,334-19.9% | $92,893-7.4% | $152,861-43.8% |
| Participation rate | 40.9% | 79.8%-38.9pp | 76.0%-35.1pp | 82.4%-41.5pp |
| Annual return | 95.44% | 145.58%-50.1pp | 109.41%-14.0pp | 345.32%-249.9pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,719 | $4,845-64.5% | $4,236-59.4% | $5,850-70.6% |
| Admin fee / account holder | $23 | $7,079-99.7% | $5,794-99.6% | $11,596-99.8% |