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 4-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 | $150,831 | $74,888+101.4% | $71,209+111.8% | $142,382+5.9% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.8%-53.8pp | 80.1%-60.1pp |
| Annual return | 14.90% | 345.14%-330.2pp | 282.51%-267.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $220 | $2,854-92.3% | $2,721-91.9% | $4,299-94.9% |
| Participant deferral / active EE | $1,099 | $4,454-75.3% | $4,175-73.7% | $6,507-83.1% |
| Admin fee / account holder | $120 | $5,568-97.8% | $5,349-97.8% | $12,624-99.0% |