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 | $101,682 | $150,440-32.4% | $136,294-25.4% | $147,584-31.1% |
| Participation rate | 43.8% | 84.4%-40.7pp | 81.9%-38.2pp | 82.8%-39.1pp |
| Annual return | 14.62% | 1049.08%-1034.5pp | 5155.94%-5141.3pp | 578.55%-563.9pp |
| Employer contribution / active EE | $841 | $5,256-84.0% | $4,695-82.1% | $4,876-82.7% |
| Participant deferral / active EE | $2,411 | $6,630-63.6% | $6,247-61.4% | $5,439-55.7% |
| Admin fee / account holder | $36 | $10,905-99.7% | $9,243-99.6% | $10,885-99.7% |