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 | $117,142 | $198,466-41.0% | $170,442-31.3% | $147,584-20.6% |
| Participation rate | 37.5% | 88.0%-50.5pp | 83.6%-46.1pp | 82.8%-45.3pp |
| Annual return | 17.61% | 257.29%-239.7pp | 205.93%-188.3pp | 578.55%-560.9pp |
| Employer contribution / active EE | $143 | $6,184-97.7% | $5,433-97.4% | $4,876-97.1% |
| Participant deferral / active EE | $3,279 | $5,629-41.8% | $4,939-33.6% | $5,439-39.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |