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 | $111,581 | $115,770-3.6% | $101,248+10.2% | $158,922-29.8% |
| Participation rate | 20.0% | 79.4%-59.4pp | 75.8%-55.8pp | 82.0%-62.0pp |
| Annual return | 19.60% | 56.14%-36.5pp | 46.47%-26.9pp | 302.83%-283.2pp |
| Employer contribution / active EE | $534 | $4,175-87.2% | $3,660-85.4% | $4,761-88.8% |
| Participant deferral / active EE | $1,547 | $4,957-68.8% | $4,370-64.6% | $5,982-74.1% |
| Admin fee / account holder | $30 | $7,245-99.6% | $5,945-99.5% | $11,246-99.7% |