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 | $43,270 | $198,466-78.2% | $170,442-74.6% | $147,584-70.7% |
| Participation rate | 41.7% | 88.0%-46.3pp | 83.6%-41.9pp | 82.8%-41.2pp |
| Annual return | 37.41% | 257.29%-219.9pp | 205.93%-168.5pp | 578.55%-541.1pp |
| Employer contribution / active EE | $1,044 | $6,184-83.1% | $5,433-80.8% | $4,876-78.6% |
| Participant deferral / active EE | $2,412 | $5,629-57.2% | $4,939-51.2% | $5,439-55.6% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |