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 | $220,047 | $112,096+96.3% | $95,952+129.3% | $158,922+38.5% |
| Participation rate | 27.3% | 79.0%-51.7pp | 77.1%-49.8pp | 82.0%-54.7pp |
| Annual return | 22.74% | 171.09%-148.4pp | 91.61%-68.9pp | 302.83%-280.1pp |
| Employer contribution / active EE | $214 | $3,198-93.3% | $2,541-91.6% | $4,761-95.5% |
| Participant deferral / active EE | $1,553 | $4,784-67.5% | $4,167-62.7% | $5,982-74.0% |
| Admin fee / account holder | $42 | $10,130-99.6% | $6,795-99.4% | $11,246-99.6% |