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 | $126,634 | $198,466-36.2% | $170,442-25.7% | $147,584-14.2% |
| Participation rate | 45.8% | 88.0%-42.1pp | 83.6%-37.8pp | 82.8%-37.0pp |
| Annual return | 14.21% | 257.29%-243.1pp | 205.93%-191.7pp | 578.55%-564.3pp |
| Employer contribution / active EE | $477 | $6,184-92.3% | $5,433-91.2% | $4,876-90.2% |
| Participant deferral / active EE | $5,263 | $5,629-6.5% | $4,939+6.5% | $5,439-3.2% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |