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 | $133,392 | $185,822-28.2% | $169,993-21.5% | $139,434-4.3% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 26.04% | 60.50%-34.5pp | 53.37%-27.3pp | 372.94%-346.9pp |
| Employer contribution / active EE | $980 | $7,590-87.1% | $6,785-85.6% | $4,751-79.4% |
| Participant deferral / active EE | $3,331 | $11,622-71.3% | $10,408-68.0% | $6,710-50.4% |
| Admin fee / account holder | $99 | $15,381-99.4% | $12,815-99.2% | $11,403-99.1% |