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 3-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 | $123,472 | $111,814+10.4% | $93,654+31.8% | $145,959-15.4% |
| Participation rate | 20.0% | 74.2%-54.2pp | 68.7%-48.7pp | 80.3%-60.3pp |
| Annual return | 13.86% | 203.30%-189.4pp | 133.34%-119.5pp | 561.95%-548.1pp |
| Employer contribution / active EE | $244 | $3,092-92.1% | $2,421-89.9% | $4,661-94.8% |
| Participant deferral / active EE | $6,100 | $4,914+24.1% | $4,413+38.2% | $6,689-8.8% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |