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 | $103,687 | $183,963-43.6% | $162,163-36.1% | $152,861-32.2% |
| Participation rate | 16.7% | 88.5%-71.8pp | 87.6%-70.9pp | 82.4%-65.8pp |
| Annual return | 30.19% | 150.76%-120.6pp | 115.59%-85.4pp | 345.32%-315.1pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,167 | $8,034-60.6% | $7,298-56.6% | $5,850-45.9% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |