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 | $185,033 | $176,056+5.1% | $159,436+16.1% | $167,490+10.5% |
| Participation rate | 25.0% | 84.9%-59.9pp | 82.8%-57.8pp | 82.1%-57.1pp |
| Annual return | 18.38% | 331.75%-313.4pp | 263.57%-245.2pp | 478.56%-460.2pp |
| Employer contribution / active EE | $821 | $5,297-84.5% | $4,829-83.0% | $4,837-83.0% |
| Participant deferral / active EE | $4,838 | $7,750-37.6% | $7,352-34.2% | $6,341-23.7% |
| Admin fee / account holder | $120 | $12,554-99.0% | $10,799-98.9% | $12,309-99.0% |