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 | $195,941 | $176,056+11.3% | $159,436+22.9% | $167,490+17.0% |
| Participation rate | 41.7% | 84.9%-43.3pp | 82.8%-41.2pp | 82.1%-40.4pp |
| Annual return | 18.44% | 331.75%-313.3pp | 263.57%-245.1pp | 478.56%-460.1pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $8,747 | $7,750+12.9% | $7,352+19.0% | $6,341+37.9% |
| Admin fee / account holder | $32 | $12,554-99.7% | $10,799-99.7% | $12,309-99.7% |