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 | $149,123 | $112,096+33.0% | $95,952+55.4% | $158,922-6.2% |
| Participation rate | 57.1% | 79.0%-21.8pp | 77.1%-19.9pp | 82.0%-24.8pp |
| Annual return | 19.15% | 171.09%-151.9pp | 91.61%-72.5pp | 302.83%-283.7pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,820 | $4,784+0.7% | $4,167+15.7% | $5,982-19.4% |
| Admin fee / account holder | $69 | $10,130-99.3% | $6,795-99.0% | $11,246-99.4% |