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 7-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 | $89,666 | $176,056-49.1% | $159,436-43.8% | $167,490-46.5% |
| Participation rate | 20.0% | 84.9%-64.9pp | 82.8%-62.8pp | 82.1%-62.1pp |
| Annual return | 23.30% | 331.75%-308.5pp | 263.57%-240.3pp | 478.56%-455.3pp |
| Employer contribution / active EE | $496 | $5,297-90.6% | $4,829-89.7% | $4,837-89.7% |
| Participant deferral / active EE | $5,200 | $7,750-32.9% | $7,352-29.3% | $6,341-18.0% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |