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 | $221,436 | $226,064-2.0% | $182,532+21.3% | $152,861+44.9% |
| Participation rate | 15.8% | 82.5%-66.7pp | 78.0%-62.2pp | 82.4%-66.7pp |
| Annual return | 27.39% | 192.51%-165.1pp | 148.54%-121.1pp | 345.32%-317.9pp |
| Employer contribution / active EE | $272 | $4,978-94.5% | $4,076-93.3% | $4,762-94.3% |
| Participant deferral / active EE | $3,000 | $6,368-52.9% | $5,524-45.7% | $5,850-48.7% |
| Admin fee / account holder | $4 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |