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 | $216,648 | $175,202+23.7% | $149,673+44.7% | $139,434+55.4% |
| Participation rate | 21.1% | 83.4%-62.3pp | 78.8%-57.7pp | 80.3%-59.3pp |
| Annual return | 26.52% | 166.71%-140.2pp | 134.42%-107.9pp | 372.94%-346.4pp |
| Employer contribution / active EE | $654 | $5,474-88.1% | $4,818-86.4% | $4,751-86.2% |
| Participant deferral / active EE | $1,999 | $6,519-69.3% | $5,680-64.8% | $6,710-70.2% |
| Admin fee / account holder | $132 | $16,150-99.2% | $13,210-99.0% | $11,403-98.8% |