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 | $43,823 | $209,411-79.1% | $178,490-75.4% | $158,922-72.4% |
| Participation rate | 41.7% | 86.3%-44.7pp | 81.9%-40.3pp | 82.0%-40.3pp |
| Annual return | 15.91% | 188.75%-172.8pp | 151.07%-135.2pp | 302.83%-286.9pp |
| Employer contribution / active EE | $957 | $5,706-83.2% | $5,011-80.9% | $4,761-79.9% |
| Participant deferral / active EE | $2,234 | $5,954-62.5% | $5,202-57.1% | $5,982-62.7% |
| Admin fee / account holder | $97 | $17,074-99.4% | $13,984-99.3% | $11,246-99.1% |