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 | $122,496 | $117,841+4.0% | $102,423+19.6% | $145,922-16.1% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 11.97% | 31.65%-19.7pp | 29.32%-17.4pp | 561.29%-549.3pp |
| Employer contribution / active EE | $702 | $3,615-80.6% | $3,023-76.8% | $4,660-84.9% |
| Participant deferral / active EE | $2,984 | $5,731-47.9% | $5,053-41.0% | $6,688-55.4% |
| Admin fee / account holder | $120 | $13,326-99.1% | $9,451-98.7% | $13,397-99.1% |