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 | $131,919 | $183,963-28.3% | $162,163-18.7% | $152,861-13.7% |
| Participation rate | 68.8% | 88.5%-19.8pp | 87.6%-18.8pp | 82.4%-13.7pp |
| Annual return | 27.98% | 150.76%-122.8pp | 115.59%-87.6pp | 345.32%-317.3pp |
| Employer contribution / active EE | $1,282 | $6,371-79.9% | $5,614-77.2% | $4,762-73.1% |
| Participant deferral / active EE | $2,885 | $8,034-64.1% | $7,298-60.5% | $5,850-50.7% |
| Admin fee / account holder | $295 | $13,121-97.8% | $10,843-97.3% | $11,596-97.5% |