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 | $64,088 | $202,318-68.3% | $172,739-62.9% | $152,861-58.1% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 27.55% | 1029.65%-1002.1pp | 802.84%-775.3pp | 345.32%-317.8pp |
| Employer contribution / active EE | $751 | $5,856-87.2% | $5,143-85.4% | $4,762-84.2% |
| Participant deferral / active EE | $5,797 | $5,948-2.5% | $5,198+11.5% | $5,850-0.9% |
| Admin fee / account holder | $118 | $17,109-99.3% | $13,954-99.2% | $11,596-99.0% |