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 | $124,379 | $209,832-40.7% | $189,513-34.4% | $167,490-25.7% |
| Participation rate | 33.3% | 88.7%-55.3pp | 87.8%-54.5pp | 82.1%-48.8pp |
| Annual return | 18.84% | 748.27%-729.4pp | 555.15%-536.3pp | 478.56%-459.7pp |
| Employer contribution / active EE | $1,046 | $6,914-84.9% | $6,162-83.0% | $4,837-78.4% |
| Participant deferral / active EE | $5,200 | $8,935-41.8% | $8,221-36.7% | $6,341-18.0% |
| Admin fee / account holder | $90 | $14,293-99.4% | $12,045-99.3% | $12,309-99.3% |