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 | $92,300 | $179,726-48.6% | $156,263-40.9% | $142,382-35.2% |
| Participation rate | 58.3% | 82.1%-23.7pp | 78.9%-20.6pp | 80.1%-21.8pp |
| Annual return | 16.31% | 77.86%-61.5pp | 59.47%-43.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $425 | $5,069-91.6% | $4,333-90.2% | $4,299-90.1% |
| Participant deferral / active EE | $2,548 | $6,956-63.4% | $6,158-58.6% | $6,507-60.8% |
| Admin fee / account holder | $5 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |