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 | $188,444 | $177,572+6.1% | $154,803+21.7% | $142,382+32.4% |
| Participation rate | 22.2% | 82.1%-59.8pp | 78.1%-55.8pp | 80.1%-57.9pp |
| Annual return | 13.62% | 65.07%-51.4pp | 58.88%-45.3pp | 217.08%-203.5pp |
| Employer contribution / active EE | $461 | $4,810-90.4% | $4,305-89.3% | $4,299-89.3% |
| Participant deferral / active EE | $4,085 | $6,272-34.9% | $5,540-26.3% | $6,507-37.2% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |