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 | $38,382 | $198,466-80.7% | $170,442-77.5% | $147,584-74.0% |
| Participation rate | 57.1% | 88.0%-30.8pp | 83.6%-26.5pp | 82.8%-25.7pp |
| Annual return | 17.73% | 257.29%-239.6pp | 205.93%-188.2pp | 578.55%-560.8pp |
| Employer contribution / active EE | $1,157 | $6,184-81.3% | $5,433-78.7% | $4,876-76.3% |
| Participant deferral / active EE | $2,379 | $5,629-57.7% | $4,939-51.8% | $5,439-56.3% |
| Admin fee / account holder | $239 | $16,852-98.6% | $13,880-98.3% | $10,885-97.8% |