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 | $84,100 | $180,449-53.4% | $154,107-45.4% | $135,375-37.9% |
| Participation rate | 68.2% | 87.4%-19.2pp | 83.0%-14.9pp | 82.6%-14.5pp |
| Annual return | 12.21% | 888.09%-875.9pp | 735.12%-722.9pp | 519.73%-507.5pp |
| Employer contribution / active EE | $1,001 | $6,035-83.4% | $5,298-81.1% | $4,779-79.0% |
| Participant deferral / active EE | $2,811 | $5,806-51.6% | $5,081-44.7% | $5,609-49.9% |
| Admin fee / account holder | $7 | $16,143-100.0% | $13,411-99.9% | $10,827-99.9% |