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 | $142,884 | $115,770+23.4% | $101,248+41.1% | $158,922-10.1% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 9.38% | 56.14%-46.8pp | 46.47%-37.1pp | 302.83%-293.4pp |
| Employer contribution / active EE | $237 | $4,175-94.3% | $3,660-93.5% | $4,761-95.0% |
| Participant deferral / active EE | $3,360 | $4,957-32.2% | $4,370-23.1% | $5,982-43.8% |
| Admin fee / account holder | $10 | $7,245-99.9% | $5,945-99.8% | $11,246-99.9% |