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 | $120,593 | $202,432-40.4% | $169,368-28.8% | $139,434-13.5% |
| Participation rate | 44.4% | 81.1%-36.6pp | 77.1%-32.7pp | 80.3%-35.9pp |
| Annual return | 21.79% | 531.74%-510.0pp | 405.60%-383.8pp | 372.94%-351.2pp |
| Employer contribution / active EE | $300 | $4,692-93.6% | $4,013-92.5% | $4,751-93.7% |
| Participant deferral / active EE | $5,333 | $6,938-23.1% | $6,221-14.3% | $6,710-20.5% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |