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 | $97,305 | $198,466-51.0% | $170,442-42.9% | $147,584-34.1% |
| Participation rate | 53.8% | 88.0%-34.1pp | 83.6%-29.8pp | 82.8%-29.0pp |
| Annual return | 15.61% | 257.29%-241.7pp | 205.93%-190.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $1,032 | $6,184-83.3% | $5,433-81.0% | $4,876-78.8% |
| Participant deferral / active EE | $3,353 | $5,629-40.4% | $4,939-32.1% | $5,439-38.4% |
| Admin fee / account holder | $253 | $16,852-98.5% | $13,880-98.2% | $10,885-97.7% |