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 | $159,934+29.1% | $147,005+40.4% | $145,959+41.4% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 9.95% | 98.24%-88.3pp | 418.76%-408.8pp | 561.95%-552.0pp |
| Employer contribution / active EE | $831 | $5,287-84.3% | $4,934-83.2% | $4,661-82.2% |
| Participant deferral / active EE | $6,038 | $8,427-28.3% | $8,070-25.2% | $6,689-9.7% |
| Admin fee / account holder | $287 | $15,053-98.1% | $13,006-97.8% | $13,398-97.9% |