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 | $137,823 | $156,846-12.1% | $121,098+13.8% | $139,434-1.2% |
| Participation rate | 56.3% | 76.4%-20.2pp | 69.5%-13.2pp | 80.3%-24.1pp |
| Annual return | 14.31% | 1474.56%-1460.2pp | 985.75%-971.4pp | 372.94%-358.6pp |
| Employer contribution / active EE | $0 | $5,536-100.0% | $4,164-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $6,017 | $4,844+24.2% | $4,080+47.5% | $6,710-10.3% |
| Admin fee / account holder | $121 | $6,946-98.3% | $5,644-97.9% | $11,403-98.9% |