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 | $210,130 | $157,256+33.6% | $141,162+48.9% | $152,861+37.5% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.4%-49.1pp |
| Annual return | 36.78% | 64.32%-27.5pp | 71.39%-34.6pp | 345.32%-308.5pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,500 | $7,109+19.6% | $6,709+26.7% | $5,850+45.3% |
| Admin fee / account holder | $172 | $12,120-98.6% | $10,261-98.3% | $11,596-98.5% |