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 6-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 | $96,724 | $105,126-8.0% | $94,646+2.2% | $139,434-30.6% |
| Participation rate | 40.0% | 82.4%-42.4pp | 80.8%-40.8pp | 80.3%-40.3pp |
| Annual return | 20.50% | 38.03%-17.5pp | 156.71%-136.2pp | 372.94%-352.4pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $6,550 | $7,599-13.8% | $7,418-11.7% | $6,710-2.4% |
| Admin fee / account holder | $15 | $8,984-99.8% | $7,231-99.8% | $11,403-99.9% |