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 9-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 | $132,671 | $117,841+12.6% | $102,423+29.5% | $145,922-9.1% |
| Participation rate | 0.0% | 78.6%-78.6pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | 35.12% | 31.65%+3.5pp | 29.32%+5.8pp | 561.29%-526.2pp |
| Employer contribution / active EE | $691 | $3,615-80.9% | $3,023-77.1% | $4,660-85.2% |
| Participant deferral / active EE | $2,302 | $5,731-59.8% | $5,053-54.4% | $6,688-65.6% |
| Admin fee / account holder | -$14,815 | $13,326-211.2% | $9,451-256.8% | $13,397-210.6% |