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 | $121,337 | $127,065-4.5% | $113,168+7.2% | $142,382-14.8% |
| Participation rate | 44.4% | 79.2%-34.8pp | 76.6%-32.1pp | 80.1%-35.7pp |
| Annual return | 13.10% | 24.03%-10.9pp | 24.27%-11.2pp | 217.08%-204.0pp |
| Employer contribution / active EE | $649 | $3,442-81.1% | $2,975-78.2% | $4,299-84.9% |
| Participant deferral / active EE | $6,482 | $5,716+13.4% | $5,107+26.9% | $6,507-0.4% |
| Admin fee / account holder | $262 | $15,736-98.3% | $12,068-97.8% | $12,624-97.9% |