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 | $181,233 | $109,904+64.9% | $97,167+86.5% | $145,959+24.2% |
| Participation rate | 27.3% | 75.9%-48.7pp | 72.7%-45.4pp | 80.3%-53.0pp |
| Annual return | 14.15% | 243.43%-229.3pp | 75.27%-61.1pp | 561.95%-547.8pp |
| Employer contribution / active EE | $265 | $3,084-91.4% | $2,729-90.3% | $4,661-94.3% |
| Participant deferral / active EE | $1,903 | $4,676-59.3% | $4,264-55.4% | $6,689-71.5% |
| Admin fee / account holder | $0 | $6,216-100.0% | $5,650-100.0% | $13,398-100.0% |