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 | $147,433 | $127,065+16.0% | $113,168+30.3% | $142,382+3.5% |
| Participation rate | 47.4% | 79.2%-31.8pp | 76.6%-29.2pp | 80.1%-32.8pp |
| Annual return | 10.55% | 24.03%-13.5pp | 24.27%-13.7pp | 217.08%-206.5pp |
| Employer contribution / active EE | $450 | $3,442-86.9% | $2,975-84.9% | $4,299-89.5% |
| Participant deferral / active EE | $3,955 | $5,716-30.8% | $5,107-22.6% | $6,507-39.2% |
| Admin fee / account holder | $12 | $15,736-99.9% | $12,068-99.9% | $12,624-99.9% |