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 | $198,857 | $176,812+12.5% | $146,665+35.6% | $167,490+18.7% |
| Participation rate | 60.0% | 83.6%-23.6pp | 80.1%-20.1pp | 82.1%-22.1pp |
| Annual return | 30.69% | 24.03%+6.7pp | 22.74%+7.9pp | 478.56%-447.9pp |
| Employer contribution / active EE | $480 | $5,160-90.7% | $4,136-88.4% | $4,837-90.1% |
| Participant deferral / active EE | $11,651 | $6,440+80.9% | $5,506+111.6% | $6,341+83.7% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |