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 | $111,929 | $54,705+104.6% | $71,209+57.2% | $84,808+32.0% |
| Participation rate | 51.1% | 64.1%-13.0pp | 73.8%-22.7pp | 68.3%-17.2pp |
| Annual return | 17.59% | 35.90%-18.3pp | 282.51%-264.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $253 | $2,158-88.3% | $2,721-90.7% | $2,631-90.4% |
| Participant deferral / active EE | $2,415 | $3,030-20.3% | $4,175-42.2% | $4,212-42.7% |
| Admin fee / account holder | $116 | $4,863-97.6% | $5,349-97.8% | $7,344-98.4% |