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 | $111,845 | $144,119-22.4% | $117,854-5.1% | $147,584-24.2% |
| Participation rate | 45.5% | 83.4%-38.0pp | 79.7%-34.2pp | 82.8%-37.4pp |
| Annual return | 71.96% | 531.15%-459.2pp | 335.08%-263.1pp | 578.55%-506.6pp |
| Employer contribution / active EE | $0 | $4,896-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,389 | $5,316+20.2% | $4,482+42.6% | $5,439+17.5% |
| Admin fee / account holder | $84 | $10,886-99.2% | $8,020-99.0% | $10,885-99.2% |