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 | $98,566 | $183,592-46.3% | $155,567-36.6% | $145,959-32.5% |
| Participation rate | 45.5% | 82.7%-37.2pp | 78.2%-32.7pp | 80.3%-34.8pp |
| Annual return | 13.84% | 61.24%-47.4pp | 64.74%-50.9pp | 561.95%-548.1pp |
| Employer contribution / active EE | $986 | $5,315-81.5% | $4,674-78.9% | $4,661-78.9% |
| Participant deferral / active EE | $3,168 | $6,464-51.0% | $5,628-43.7% | $6,689-52.6% |
| Admin fee / account holder | $19 | $19,318-99.9% | $15,916-99.9% | $13,398-99.9% |