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 | $87,845 | $69,207+26.9% | $64,056+37.1% | $139,434-37.0% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 13.04% | 45.88%-32.8pp | 33.69%-20.6pp | 372.94%-359.9pp |
| Employer contribution / active EE | $229 | $3,182-92.8% | $2,747-91.7% | $4,751-95.2% |
| Participant deferral / active EE | $5,297 | $4,682+13.2% | $3,880+36.5% | $6,710-21.1% |
| Admin fee / account holder | $253 | $4,244-94.0% | $3,068-91.7% | $11,403-97.8% |