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 | $193,199 | $201,259-4.0% | $184,200+4.9% | $145,959+32.4% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 15.11% | 28.98%-13.9pp | 28.80%-13.7pp | 561.95%-546.8pp |
| Employer contribution / active EE | $1,150 | $7,018-83.6% | $6,424-82.1% | $4,661-75.3% |
| Participant deferral / active EE | $3,274 | $9,806-66.6% | $9,132-64.1% | $6,689-51.0% |
| Admin fee / account holder | $20 | $16,372-99.9% | $13,907-99.9% | $13,398-99.9% |