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 | $101,279 | $107,334-5.6% | $92,893+9.0% | $152,861-33.7% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 25.24% | 145.58%-120.3pp | 109.41%-84.2pp | 345.32%-320.1pp |
| Employer contribution / active EE | $703 | $4,221-83.3% | $3,653-80.7% | $4,762-85.2% |
| Participant deferral / active EE | $5,400 | $4,845+11.5% | $4,236+27.5% | $5,850-7.7% |
| Admin fee / account holder | $35 | $7,079-99.5% | $5,794-99.4% | $11,596-99.7% |