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 | $112,167 | $157,256-28.7% | $141,162-20.5% | $152,861-26.6% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.4%-25.3pp |
| Annual return | 30.27% | 64.32%-34.1pp | 71.39%-41.1pp | 345.32%-315.1pp |
| Employer contribution / active EE | $866 | $5,261-83.5% | $4,735-81.7% | $4,762-81.8% |
| Participant deferral / active EE | $2,852 | $7,109-59.9% | $6,709-57.5% | $5,850-51.2% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |