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 | $97,126 | $111,754-13.1% | $103,333-6.0% | $145,922-33.4% |
| Participation rate | 61.1% | 77.9%-16.8pp | 74.5%-13.4pp | 80.3%-19.2pp |
| Annual return | 9.39% | 24.77%-15.4pp | 24.88%-15.5pp | 561.29%-551.9pp |
| Employer contribution / active EE | $834 | $4,212-80.2% | $3,868-78.4% | $4,660-82.1% |
| Participant deferral / active EE | $2,583 | $5,619-54.0% | $5,057-48.9% | $6,688-61.4% |
| Admin fee / account holder | $97 | $9,750-99.0% | $8,355-98.8% | $13,397-99.3% |