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 | $125,781 | $112,096+12.2% | $95,952+31.1% | $158,922-20.9% |
| Participation rate | 46.7% | 79.0%-32.3pp | 77.1%-30.4pp | 82.0%-35.3pp |
| Annual return | 10.12% | 171.09%-161.0pp | 91.61%-81.5pp | 302.83%-292.7pp |
| Employer contribution / active EE | $521 | $3,198-83.7% | $2,541-79.5% | $4,761-89.1% |
| Participant deferral / active EE | $3,477 | $4,784-27.3% | $4,167-16.5% | $5,982-41.9% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |