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 | $119,907 | $92,703+29.3% | $82,719+45.0% | $134,475-10.8% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | 38.35% | 944.92%-906.6pp | 701.18%-662.8pp | 417.96%-379.6pp |
| Employer contribution / active EE | $167 | $3,274-94.9% | $3,009-94.5% | $4,740-96.5% |
| Participant deferral / active EE | $2,379 | $4,802-50.5% | $4,395-45.9% | $6,400-62.8% |
| Admin fee / account holder | $180 | $5,983-97.0% | $5,329-96.6% | $11,426-98.4% |