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 | $175,598 | $185,822-5.5% | $169,993+3.3% | $139,434+25.9% |
| Participation rate | 44.4% | 87.8%-43.3pp | 87.0%-42.6pp | 80.3%-35.9pp |
| Annual return | 22.95% | 60.50%-37.6pp | 53.37%-30.4pp | 372.94%-350.0pp |
| Employer contribution / active EE | $0 | $7,590-100.0% | $6,785-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,742 | $11,622-67.8% | $10,408-64.0% | $6,710-44.2% |
| Admin fee / account holder | $15 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |