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 | $64,116 | $202,432-68.3% | $169,368-62.1% | $139,434-54.0% |
| Participation rate | 37.5% | 81.1%-43.6pp | 77.1%-39.6pp | 80.3%-42.8pp |
| Annual return | 24.03% | 531.74%-507.7pp | 405.60%-381.6pp | 372.94%-348.9pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,163 | $6,938-40.0% | $6,221-33.1% | $6,710-38.0% |
| Admin fee / account holder | $120 | $10,708-98.9% | $9,003-98.7% | $11,403-99.0% |