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 | $123,427 | $88,751+39.1% | $81,812+50.9% | $145,922-15.4% |
| Participation rate | 38.9% | 75.0%-36.1pp | 72.3%-33.5pp | 80.3%-41.4pp |
| Annual return | 10.12% | 1025.40%-1015.3pp | 773.79%-763.7pp | 561.29%-551.2pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $7,401 | $4,643+59.4% | $4,319+71.4% | $6,688+10.7% |
| Admin fee / account holder | $122 | $8,415-98.5% | $7,386-98.3% | $13,397-99.1% |