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 9-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 | $239,174 | $190,805+25.4% | $159,960+49.5% | $134,475+77.9% |
| Participation rate | 20.0% | 81.9%-61.9pp | 78.0%-58.0pp | 81.2%-61.2pp |
| Annual return | -17.63% | 552.23%-569.9pp | 408.60%-426.2pp | 417.96%-435.6pp |
| Employer contribution / active EE | $540 | $4,995-89.2% | $4,226-87.2% | $4,740-88.6% |
| Participant deferral / active EE | $2,250 | $6,923-67.5% | $6,182-63.6% | $6,400-64.8% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |