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 | $171,651 | $107,334+59.9% | $92,893+84.8% | $152,861+12.3% |
| Participation rate | 11.1% | 79.8%-68.7pp | 76.0%-64.9pp | 82.4%-71.3pp |
| Annual return | 26.90% | 145.58%-118.7pp | 109.41%-82.5pp | 345.32%-318.4pp |
| Employer contribution / active EE | $301 | $4,221-92.9% | $3,653-91.8% | $4,762-93.7% |
| Participant deferral / active EE | $2,111 | $4,845-56.4% | $4,236-50.2% | $5,850-63.9% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |