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 | $92,262 | $84,233+9.5% | $170,442-45.9% | $70,131+31.6% |
| Participation rate | 33.3% | 70.8%-37.5pp | 83.6%-50.3pp | 69.5%-36.2pp |
| Annual return | 1420.12% | 23.06%+1397.1pp | 205.93%+1214.2pp | 73.14%+1347.0pp |
| Employer contribution / active EE | $319 | $3,387-90.6% | $5,433-94.1% | $2,342-86.4% |
| Participant deferral / active EE | $1,361 | $3,086-55.9% | $4,939-72.4% | $3,332-59.2% |
| Admin fee / account holder | $95 | $5,698-98.3% | $13,880-99.3% | $4,645-98.0% |