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 | $131,107 | $148,534-11.7% | $135,903-3.5% | $139,434-6.0% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 20.79% | 79.19%-58.4pp | 68.23%-47.4pp | 372.94%-352.2pp |
| Employer contribution / active EE | $1,000 | $5,243-80.9% | $4,856-79.4% | $4,751-79.0% |
| Participant deferral / active EE | $8,837 | $8,100+9.1% | $7,758+13.9% | $6,710+31.7% |
| Admin fee / account holder | $164 | $12,400-98.7% | $10,762-98.5% | $11,403-98.6% |