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 | $176,984 | $148,534+19.2% | $135,903+30.2% | $139,434+26.9% |
| Participation rate | 20.0% | 83.9%-63.9pp | 81.9%-61.9pp | 80.3%-60.3pp |
| Annual return | 20.58% | 79.19%-58.6pp | 68.23%-47.7pp | 372.94%-352.4pp |
| Employer contribution / active EE | $313 | $5,243-94.0% | $4,856-93.6% | $4,751-93.4% |
| Participant deferral / active EE | $3,130 | $8,100-61.4% | $7,758-59.7% | $6,710-53.4% |
| Admin fee / account holder | $20 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |