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 | $155,357 | $217,402-28.5% | $185,823-16.4% | $167,490-7.2% |
| Participation rate | 68.8% | 86.0%-17.3pp | 81.7%-13.0pp | 82.1%-13.4pp |
| Annual return | 9.99% | 148.36%-138.4pp | 122.05%-112.1pp | 478.56%-468.6pp |
| Employer contribution / active EE | $1,083 | $5,873-81.6% | $5,167-79.0% | $4,837-77.6% |
| Participant deferral / active EE | $8,082 | $6,356+27.1% | $5,568+45.2% | $6,341+27.5% |
| Admin fee / account holder | $7 | $19,811-100.0% | $16,237-100.0% | $12,309-99.9% |