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 | $88,052 | $217,402-59.5% | $185,823-52.6% | $167,490-47.4% |
| Participation rate | 42.9% | 86.0%-43.2pp | 81.7%-38.8pp | 82.1%-39.2pp |
| Annual return | 16.00% | 148.36%-132.4pp | 122.05%-106.1pp | 478.56%-462.6pp |
| Employer contribution / active EE | $715 | $5,873-87.8% | $5,167-86.2% | $4,837-85.2% |
| Participant deferral / active EE | $5,714 | $6,356-10.1% | $5,568+2.6% | $6,341-9.9% |
| Admin fee / account holder | $300 | $19,811-98.5% | $16,237-98.2% | $12,309-97.6% |