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 | $107,036 | $107,334-0.3% | $92,893+15.2% | $152,861-30.0% |
| Participation rate | 25.0% | 79.8%-54.8pp | 76.0%-51.0pp | 82.4%-57.4pp |
| Annual return | 20.02% | 145.58%-125.6pp | 109.41%-89.4pp | 345.32%-325.3pp |
| Employer contribution / active EE | $556 | $4,221-86.8% | $3,653-84.8% | $4,762-88.3% |
| Participant deferral / active EE | $5,019 | $4,845+3.6% | $4,236+18.5% | $5,850-14.2% |
| Admin fee / account holder | $114 | $7,079-98.4% | $5,794-98.0% | $11,596-99.0% |