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 | $112,659 | $202,318-44.3% | $172,739-34.8% | $152,861-26.3% |
| Participation rate | 68.4% | 87.1%-18.6pp | 82.6%-14.2pp | 82.4%-14.0pp |
| Annual return | 30.80% | 1029.65%-998.9pp | 802.84%-772.0pp | 345.32%-314.5pp |
| Employer contribution / active EE | $917 | $5,856-84.3% | $5,143-82.2% | $4,762-80.7% |
| Participant deferral / active EE | $3,216 | $5,948-45.9% | $5,198-38.1% | $5,850-45.0% |
| Admin fee / account holder | $283 | $17,109-98.3% | $13,954-98.0% | $11,596-97.6% |