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 8-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 | $119,950 | $111,814+7.3% | $103,374+16.0% | $145,959-17.8% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 17.96% | 24.77%-6.8pp | 24.89%-6.9pp | 561.95%-544.0pp |
| Employer contribution / active EE | $797 | $4,214-81.1% | $3,869-79.4% | $4,661-82.9% |
| Participant deferral / active EE | $3,383 | $5,618-39.8% | $5,058-33.1% | $6,689-49.4% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |