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 | $229,308 | $183,519+25.0% | $155,509+47.5% | $145,922+57.1% |
| Participation rate | 28.6% | 82.7%-54.1pp | 78.2%-49.6pp | 80.3%-51.7pp |
| Annual return | 24.09% | 61.17%-37.1pp | 64.67%-40.6pp | 561.29%-537.2pp |
| Employer contribution / active EE | $855 | $5,313-83.9% | $4,672-81.7% | $4,660-81.7% |
| Participant deferral / active EE | $4,319 | $6,462-33.2% | $5,626-23.2% | $6,688-35.4% |
| Admin fee / account holder | $273 | $19,313-98.6% | $15,912-98.3% | $13,397-98.0% |