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 7-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 | $146,665 | $150,187-2.3% | $120,354+21.9% | $145,922+0.5% |
| Participation rate | 16.7% | 78.8%-62.1pp | 71.9%-55.2pp | 80.3%-63.6pp |
| Annual return | 13.60% | 154.07%-140.5pp | 107.15%-93.5pp | 561.29%-547.7pp |
| Employer contribution / active EE | $364 | $4,348-91.6% | $3,463-89.5% | $4,660-92.2% |
| Participant deferral / active EE | $2,727 | $6,173-55.8% | $4,991-45.4% | $6,688-59.2% |
| Admin fee / account holder | $20 | $12,207-99.8% | $9,423-99.8% | $13,397-99.9% |