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 | $59,906 | $198,466-69.8% | $170,442-64.9% | $147,584-59.4% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 9.60% | 257.29%-247.7pp | 205.93%-196.3pp | 578.55%-569.0pp |
| Employer contribution / active EE | $671 | $6,184-89.1% | $5,433-87.6% | $4,876-86.2% |
| Participant deferral / active EE | $7,765 | $5,629+37.9% | $4,939+57.2% | $5,439+42.8% |
| Admin fee / account holder | $12 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |