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 | $86,310 | $162,781-47.0% | $133,956-35.6% | $158,922-45.7% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 8.29% | 41.94%-33.6pp | 45.09%-36.8pp | 302.83%-294.5pp |
| Employer contribution / active EE | $667 | $4,975-86.6% | $3,919-83.0% | $4,761-86.0% |
| Participant deferral / active EE | $2,149 | $5,911-63.6% | $5,048-57.4% | $5,982-64.1% |
| Admin fee / account holder | $71 | $11,736-99.4% | $8,927-99.2% | $11,246-99.4% |