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 | $49,003 | $175,202-72.0% | $149,673-67.3% | $139,434-64.9% |
| Participation rate | 55.6% | 83.4%-27.8pp | 78.8%-23.2pp | 80.3%-24.8pp |
| Annual return | 18.71% | 166.71%-148.0pp | 134.42%-115.7pp | 372.94%-354.2pp |
| Employer contribution / active EE | $871 | $5,474-84.1% | $4,818-81.9% | $4,751-81.7% |
| Participant deferral / active EE | $3,788 | $6,519-41.9% | $5,680-33.3% | $6,710-43.6% |
| Admin fee / account holder | $65 | $16,150-99.6% | $13,210-99.5% | $11,403-99.4% |