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 | $173,907 | $126,519+37.5% | $106,201+63.8% | $145,959+19.1% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 26.21% | 225.10%-198.9pp | 116.26%-90.0pp | 561.95%-535.7pp |
| Employer contribution / active EE | $657 | $3,726-82.4% | $3,170-79.3% | $4,661-85.9% |
| Participant deferral / active EE | $5,517 | $5,716-3.5% | $5,012+10.1% | $6,689-17.5% |
| Admin fee / account holder | $0 | $17,312-100.0% | $11,039-100.0% | $13,398-100.0% |