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 | $151,539 | $197,591-23.3% | $177,821-14.8% | $158,922-4.6% |
| Participation rate | 68.8% | 88.5%-19.8pp | 87.7%-19.0pp | 82.0%-13.2pp |
| Annual return | 10.27% | 58.76%-48.5pp | 48.32%-38.1pp | 302.83%-292.6pp |
| Employer contribution / active EE | $1,388 | $6,697-79.3% | $5,918-76.6% | $4,761-70.9% |
| Participant deferral / active EE | $3,165 | $8,405-62.3% | $7,714-59.0% | $5,982-47.1% |
| Admin fee / account holder | $27 | $15,399-99.8% | $12,427-99.8% | $11,246-99.8% |