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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,674 | $172,111+42.2% | $150,298+62.8% | $137,256+78.3% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 15.60% | 69.37%-53.8pp | 62.79%-47.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $744 | $4,636-84.0% | $4,154-82.1% | $4,156-82.1% |
| Participant deferral / active EE | $3,648 | $6,166-40.8% | $5,453-33.1% | $6,407-43.1% |
| Admin fee / account holder | $24 | $16,471-99.9% | $14,116-99.8% | $12,270-99.8% |