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 6-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 | $176,762 | $177,572-0.5% | $154,803+14.2% | $142,382+24.1% |
| Participation rate | 26.7% | 82.1%-55.4pp | 78.1%-51.4pp | 80.1%-53.5pp |
| Annual return | 15.07% | 65.07%-50.0pp | 58.88%-43.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $187 | $4,810-96.1% | $4,305-95.7% | $4,299-95.7% |
| Participant deferral / active EE | $6,175 | $6,272-1.5% | $5,540+11.4% | $6,507-5.1% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |