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 | $166,049 | $117,983+40.7% | $101,794+63.1% | $142,382+16.6% |
| Participation rate | 28.6% | 74.2%-45.7pp | 69.2%-40.6pp | 80.1%-51.5pp |
| Annual return | 12.47% | 36.92%-24.4pp | 30.53%-18.1pp | 217.08%-204.6pp |
| Employer contribution / active EE | $98 | $2,773-96.5% | $2,289-95.7% | $4,299-97.7% |
| Participant deferral / active EE | $2,520 | $4,714-46.5% | $4,084-38.3% | $6,507-61.3% |
| Admin fee / account holder | $205 | $10,433-98.0% | $8,777-97.7% | $12,624-98.4% |