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 | $36,910 | $171,865-78.5% | $149,718-75.3% | $147,584-75.0% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 26.95% | 2113.22%-2086.3pp | 1501.63%-1474.7pp | 578.55%-551.6pp |
| Employer contribution / active EE | $1,099 | $6,275-82.5% | $5,445-79.8% | $4,876-77.5% |
| Participant deferral / active EE | $4,120 | $7,271-43.3% | $6,569-37.3% | $5,439-24.3% |
| Admin fee / account holder | $131 | $13,799-99.1% | $11,283-98.8% | $10,885-98.8% |