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 | $149,126 | $138,044+8.0% | $125,339+19.0% | $134,475+10.9% |
| Participation rate | 31.6% | 84.5%-52.9pp | 82.4%-50.8pp | 81.2%-49.6pp |
| Annual return | -20.40% | 750.33%-770.7pp | 572.05%-592.5pp | 417.96%-438.4pp |
| Employer contribution / active EE | $828 | $5,243-84.2% | $4,814-82.8% | $4,740-82.5% |
| Participant deferral / active EE | $3,263 | $7,799-58.2% | $7,446-56.2% | $6,400-49.0% |
| Admin fee / account holder | $214 | $11,571-98.2% | $10,010-97.9% | $11,426-98.1% |