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 | $117,835 | $115,770+1.8% | $101,248+16.4% | $158,922-25.9% |
| Participation rate | 12.5% | 79.4%-66.9pp | 75.8%-63.3pp | 82.0%-69.5pp |
| Annual return | 12.62% | 56.14%-43.5pp | 46.47%-33.9pp | 302.83%-290.2pp |
| Employer contribution / active EE | $669 | $4,175-84.0% | $3,660-81.7% | $4,761-85.9% |
| Participant deferral / active EE | $2,206 | $4,957-55.5% | $4,370-49.5% | $5,982-63.1% |
| Admin fee / account holder | $20 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |