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 | $61,544 | $183,963-66.5% | $162,163-62.0% | $152,861-59.7% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.4%-32.4pp |
| Annual return | 21.44% | 150.76%-129.3pp | 115.59%-94.2pp | 345.32%-323.9pp |
| Employer contribution / active EE | $1,049 | $6,371-83.5% | $5,614-81.3% | $4,762-78.0% |
| Participant deferral / active EE | $3,706 | $8,034-53.9% | $7,298-49.2% | $5,850-36.6% |
| Admin fee / account holder | $257 | $13,121-98.0% | $10,843-97.6% | $11,596-97.8% |