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 | $98,615 | $183,963-46.4% | $162,163-39.2% | $152,861-35.5% |
| Participation rate | 36.4% | 88.5%-52.1pp | 87.6%-51.2pp | 82.4%-46.1pp |
| Annual return | 22.44% | 150.76%-128.3pp | 115.59%-93.2pp | 345.32%-322.9pp |
| Employer contribution / active EE | $981 | $6,371-84.6% | $5,614-82.5% | $4,762-79.4% |
| Participant deferral / active EE | $3,332 | $8,034-58.5% | $7,298-54.3% | $5,850-43.0% |
| Admin fee / account holder | $20 | $13,121-99.8% | $10,843-99.8% | $11,596-99.8% |