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 10-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 | $110,715 | $97,757+13.3% | $83,848+32.0% | $135,375-18.2% |
| Participation rate | 21.4% | 80.0%-58.5pp | 76.1%-54.7pp | 82.6%-61.2pp |
| Annual return | -6.99% | 1287.37%-1294.4pp | 850.88%-857.9pp | 519.73%-526.7pp |
| Employer contribution / active EE | $420 | $4,222-90.1% | $3,631-88.4% | $4,779-91.2% |
| Participant deferral / active EE | $1,498 | $4,682-68.0% | $4,082-63.3% | $5,609-73.3% |
| Admin fee / account holder | $2 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |