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 | $89,552 | $81,625+9.7% | $58,482+53.1% | $139,434-35.8% |
| Participation rate | 33.3% | 61.3%-28.0pp | 50.9%-17.5pp | 80.3%-47.0pp |
| Annual return | 18.88% | 7404.20%-7385.3pp | 4239.32%-4220.4pp | 372.94%-354.1pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $614 | $2,557-76.0% | $1,924-68.1% | $6,710-90.8% |
| Admin fee / account holder | $60 | $3,265-98.2% | $2,516-97.6% | $11,403-99.5% |