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 | $159,154 | $144,119+10.4% | $117,854+35.0% | $147,584+7.8% |
| Participation rate | 25.0% | 83.4%-58.4pp | 79.7%-54.7pp | 82.8%-57.8pp |
| Annual return | 13.14% | 531.15%-518.0pp | 335.08%-321.9pp | 578.55%-565.4pp |
| Employer contribution / active EE | $694 | $4,896-85.8% | $3,786-81.7% | $4,876-85.8% |
| Participant deferral / active EE | $3,120 | $5,316-41.3% | $4,482-30.4% | $5,439-42.6% |
| Admin fee / account holder | $241 | $10,886-97.8% | $8,020-97.0% | $10,885-97.8% |