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 | $125,481 | $107,934+16.3% | $91,989+36.4% | $152,861-17.9% |
| Participation rate | 45.5% | 81.2%-35.7pp | 78.6%-33.2pp | 82.4%-37.0pp |
| Annual return | 23.05% | 89.24%-66.2pp | 69.02%-46.0pp | 345.32%-322.3pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,549 | $6,364-28.5% | $5,923-23.2% | $5,850-22.2% |
| Admin fee / account holder | $244 | $10,520-97.7% | $7,743-96.8% | $11,596-97.9% |