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 8-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 | $206,437 | $159,901+29.1% | $146,958+40.5% | $145,922+41.5% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 9.95% | 98.13%-88.2pp | 418.34%-408.4pp | 561.29%-551.3pp |
| Employer contribution / active EE | $831 | $5,286-84.3% | $4,933-83.2% | $4,660-82.2% |
| Participant deferral / active EE | $6,038 | $8,428-28.4% | $8,070-25.2% | $6,688-9.7% |
| Admin fee / account holder | $287 | $15,044-98.1% | $12,998-97.8% | $13,397-97.9% |