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 | $88,260 | $209,411-57.9% | $178,490-50.6% | $158,922-44.5% |
| Participation rate | 27.3% | 86.3%-59.1pp | 81.9%-54.7pp | 82.0%-54.7pp |
| Annual return | 27.49% | 188.75%-161.3pp | 151.07%-123.6pp | 302.83%-275.3pp |
| Employer contribution / active EE | $605 | $5,706-89.4% | $5,011-87.9% | $4,761-87.3% |
| Participant deferral / active EE | $4,136 | $5,954-30.5% | $5,202-20.5% | $5,982-30.9% |
| Admin fee / account holder | $15 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |