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 | $73,244 | $97,757-25.1% | $83,848-12.6% | $135,375-45.9% |
| Participation rate | 15.4% | 80.0%-64.6pp | 76.1%-60.8pp | 82.6%-67.3pp |
| Annual return | 19.63% | 1287.37%-1267.7pp | 850.88%-831.2pp | 519.73%-500.1pp |
| Employer contribution / active EE | $510 | $4,222-87.9% | $3,631-85.9% | $4,779-89.3% |
| Participant deferral / active EE | $2,769 | $4,682-40.9% | $4,082-32.2% | $5,609-50.6% |
| Admin fee / account holder | $203 | $6,674-97.0% | $5,478-96.3% | $10,827-98.1% |