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 | $178,250 | $198,466-10.2% | $170,442+4.6% | $147,584+20.8% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 17.21% | 257.29%-240.1pp | 205.93%-188.7pp | 578.55%-561.3pp |
| Employer contribution / active EE | $1,000 | $6,184-83.8% | $5,433-81.6% | $4,876-79.5% |
| Participant deferral / active EE | $6,475 | $5,629+15.0% | $4,939+31.1% | $5,439+19.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |