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 | $141,361 | $202,318-30.1% | $172,739-18.2% | $152,861-7.5% |
| Participation rate | 41.7% | 87.1%-45.4pp | 82.6%-41.0pp | 82.4%-40.8pp |
| Annual return | 27.69% | 1029.65%-1002.0pp | 802.84%-775.1pp | 345.32%-317.6pp |
| Employer contribution / active EE | $761 | $5,856-87.0% | $5,143-85.2% | $4,762-84.0% |
| Participant deferral / active EE | $6,808 | $5,948+14.5% | $5,198+31.0% | $5,850+16.4% |
| Admin fee / account holder | $216 | $17,109-98.7% | $13,954-98.5% | $11,596-98.1% |