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 | $86,872 | $202,318-57.1% | $172,739-49.7% | $152,861-43.2% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 27.03% | 1029.65%-1002.6pp | 802.84%-775.8pp | 345.32%-318.3pp |
| Employer contribution / active EE | $840 | $5,856-85.7% | $5,143-83.7% | $4,762-82.4% |
| Participant deferral / active EE | $3,750 | $5,948-37.0% | $5,198-27.9% | $5,850-35.9% |
| Admin fee / account holder | $20 | $17,109-99.9% | $13,954-99.9% | $11,596-99.8% |