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 | $80,844 | $118,680-31.9% | $98,907-18.3% | $158,922-49.1% |
| Participation rate | 68.2% | 77.8%-9.6pp | 76.0%-7.8pp | 82.0%-13.8pp |
| Annual return | 13.30% | 372.35%-359.1pp | 196.43%-183.1pp | 302.83%-289.5pp |
| Employer contribution / active EE | $322 | $3,333-90.3% | $2,689-88.0% | $4,761-93.2% |
| Participant deferral / active EE | $1,878 | $5,088-63.1% | $4,244-55.7% | $5,982-68.6% |
| Admin fee / account holder | $78 | $10,131-99.2% | $6,642-98.8% | $11,246-99.3% |