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 | $40,008 | $217,402-81.6% | $185,823-78.5% | $167,490-76.1% |
| Participation rate | 64.7% | 86.0%-21.3pp | 81.7%-17.0pp | 82.1%-17.4pp |
| Annual return | 14.70% | 148.36%-133.7pp | 122.05%-107.3pp | 478.56%-463.9pp |
| Employer contribution / active EE | $1,028 | $5,873-82.5% | $5,167-80.1% | $4,837-78.8% |
| Participant deferral / active EE | $5,876 | $6,356-7.6% | $5,568+5.5% | $6,341-7.3% |
| Admin fee / account holder | $158 | $19,811-99.2% | $16,237-99.0% | $12,309-98.7% |