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 | $98,766 | $183,963-46.3% | $162,163-39.1% | $152,861-35.4% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.6%-54.2pp | 82.4%-49.1pp |
| Annual return | 32.39% | 150.76%-118.4pp | 115.59%-83.2pp | 345.32%-312.9pp |
| Employer contribution / active EE | $1,025 | $6,371-83.9% | $5,614-81.7% | $4,762-78.5% |
| Participant deferral / active EE | $8,157 | $8,034+1.5% | $7,298+11.8% | $5,850+39.4% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |