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 | $82,846 | $106,515-22.2% | $96,683-14.3% | $139,434-40.6% |
| Participation rate | 53.3% | 77.8%-24.5pp | 74.3%-21.0pp | 80.3%-27.0pp |
| Annual return | 16.50% | 38.43%-21.9pp | 35.69%-19.2pp | 372.94%-356.4pp |
| Employer contribution / active EE | $614 | $4,103-85.0% | $3,737-83.6% | $4,751-87.1% |
| Participant deferral / active EE | $2,526 | $5,454-53.7% | $4,878-48.2% | $6,710-62.4% |
| Admin fee / account holder | $175 | $7,877-97.8% | $6,730-97.4% | $11,403-98.5% |