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 | $148,128 | $185,822-20.3% | $169,993-12.9% | $139,434+6.2% |
| Participation rate | 60.0% | 87.8%-27.8pp | 87.0%-27.0pp | 80.3%-20.3pp |
| Annual return | 17.32% | 60.50%-43.2pp | 53.37%-36.0pp | 372.94%-355.6pp |
| Employer contribution / active EE | $130 | $7,590-98.3% | $6,785-98.1% | $4,751-97.3% |
| Participant deferral / active EE | $4,338 | $11,622-62.7% | $10,408-58.3% | $6,710-35.4% |
| Admin fee / account holder | $82 | $15,381-99.5% | $12,815-99.4% | $11,403-99.3% |