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 9-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,295 | $154,228+15.0% | $145,433+21.9% | $137,256+29.2% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 15.96% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $948 | $4,804-80.3% | $4,554-79.2% | $4,156-77.2% |
| Participant deferral / active EE | $1,112 | $8,216-86.5% | $7,897-85.9% | $6,407-82.6% |
| Admin fee / account holder | $20 | $14,344-99.9% | $13,129-99.8% | $12,270-99.8% |