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 | $119,217 | $107,334+11.1% | $92,893+28.3% | $152,861-22.0% |
| Participation rate | 63.6% | 79.8%-16.1pp | 76.0%-12.4pp | 82.4%-18.8pp |
| Annual return | 27.58% | 145.58%-118.0pp | 109.41%-81.8pp | 345.32%-317.7pp |
| Employer contribution / active EE | $636 | $4,221-84.9% | $3,653-82.6% | $4,762-86.6% |
| Participant deferral / active EE | $2,917 | $4,845-39.8% | $4,236-31.1% | $5,850-50.1% |
| Admin fee / account holder | $8 | $7,079-99.9% | $5,794-99.9% | $11,596-99.9% |