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 | $208,286 | $115,770+79.9% | $101,248+105.7% | $158,922+31.1% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 12.10% | 56.14%-44.0pp | 46.47%-34.4pp | 302.83%-290.7pp |
| Employer contribution / active EE | $691 | $4,175-83.5% | $3,660-81.1% | $4,761-85.5% |
| Participant deferral / active EE | $3,992 | $4,957-19.5% | $4,370-8.7% | $5,982-33.3% |
| Admin fee / account holder | $4 | $7,245-99.9% | $5,945-99.9% | $11,246-100.0% |