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 | $122,320 | $109,982+11.2% | $97,226+25.8% | $145,922-16.2% |
| Participation rate | 27.3% | 75.9%-48.7pp | 72.7%-45.4pp | 80.3%-53.0pp |
| Annual return | 13.18% | 242.90%-229.7pp | 75.13%-62.0pp | 561.29%-548.1pp |
| Employer contribution / active EE | $134 | $3,084-95.7% | $2,729-95.1% | $4,660-97.1% |
| Participant deferral / active EE | $723 | $4,676-84.5% | $4,264-83.0% | $6,688-89.2% |
| Admin fee / account holder | $70 | $6,221-98.9% | $5,654-98.8% | $13,397-99.5% |