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 4-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 | $186,212 | $210,648-11.6% | $177,989+4.6% | $145,922+27.6% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 47.49% | 385.86%-338.4pp | 294.48%-247.0pp | 561.29%-513.8pp |
| Employer contribution / active EE | $360 | $4,565-92.1% | $3,949-90.9% | $4,660-92.3% |
| Participant deferral / active EE | $7,500 | $6,958+7.8% | $6,276+19.5% | $6,688+12.1% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |