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 5-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 | $146,520 | $114,381+28.1% | $107,525+36.3% | $142,382+2.9% |
| Participation rate | 20.0% | 78.1%-58.1pp | 75.1%-55.1pp | 80.1%-60.1pp |
| Annual return | 22.92% | 242.71%-219.8pp | 181.32%-158.4pp | 217.08%-194.2pp |
| Employer contribution / active EE | $250 | $4,015-93.8% | $3,754-93.4% | $4,299-94.2% |
| Participant deferral / active EE | $4,700 | $5,564-15.5% | $5,116-8.1% | $6,507-27.8% |
| Admin fee / account holder | $20 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |