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 | $46,344 | $198,466-76.6% | $170,442-72.8% | $147,584-68.6% |
| Participation rate | 33.3% | 88.0%-54.6pp | 83.6%-50.3pp | 82.8%-49.5pp |
| Annual return | 30.81% | 257.29%-226.5pp | 205.93%-175.1pp | 578.55%-547.7pp |
| Employer contribution / active EE | $719 | $6,184-88.4% | $5,433-86.8% | $4,876-85.3% |
| Participant deferral / active EE | $4,991 | $5,629-11.3% | $4,939+1.0% | $5,439-8.2% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |