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 | $61,120 | $165,335-63.0% | $149,696-59.2% | $158,922-61.5% |
| Participation rate | 58.8% | 84.6%-25.7pp | 82.5%-23.7pp | 82.0%-23.1pp |
| Annual return | 12.54% | 348.15%-335.6pp | 276.60%-264.1pp | 302.83%-290.3pp |
| Employer contribution / active EE | $658 | $5,103-87.1% | $4,644-85.8% | $4,761-86.2% |
| Participant deferral / active EE | $3,506 | $7,181-51.2% | $6,842-48.8% | $5,982-41.4% |
| Admin fee / account holder | $105 | $10,807-99.0% | $9,309-98.9% | $11,246-99.1% |