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 | $104,605 | $112,881-7.3% | $90,951+15.0% | $158,922-34.2% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 29.00% | 215.79%-186.8pp | 134.60%-105.6pp | 302.83%-273.8pp |
| Employer contribution / active EE | $386 | $2,893-86.7% | $2,122-81.8% | $4,761-91.9% |
| Participant deferral / active EE | $9,653 | $4,128+133.9% | $3,373+186.2% | $5,982+61.4% |
| Admin fee / account holder | $20 | $8,041-99.8% | $5,959-99.7% | $11,246-99.8% |