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 | $167,271 | $144,119+16.1% | $117,854+41.9% | $147,584+13.3% |
| Participation rate | 57.1% | 83.4%-26.3pp | 79.7%-22.5pp | 82.8%-25.7pp |
| Annual return | 18.47% | 531.15%-512.7pp | 335.08%-316.6pp | 578.55%-560.1pp |
| Employer contribution / active EE | $470 | $4,896-90.4% | $3,786-87.6% | $4,876-90.4% |
| Participant deferral / active EE | $4,336 | $5,316-18.4% | $4,482-3.3% | $5,439-20.3% |
| Admin fee / account holder | $272 | $10,886-97.5% | $8,020-96.6% | $10,885-97.5% |