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 | $114,976 | $209,832-45.2% | $189,513-39.3% | $167,490-31.4% |
| Participation rate | 33.3% | 88.7%-55.3pp | 87.8%-54.5pp | 82.1%-48.8pp |
| Annual return | 15.53% | 748.27%-732.7pp | 555.15%-539.6pp | 478.56%-463.0pp |
| Employer contribution / active EE | $690 | $6,914-90.0% | $6,162-88.8% | $4,837-85.7% |
| Participant deferral / active EE | $6,500 | $8,935-27.3% | $8,221-20.9% | $6,341+2.5% |
| Admin fee / account holder | $271 | $14,293-98.1% | $12,045-97.8% | $12,309-97.8% |