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 | $196,725 | $110,257+78.4% | $96,544+103.8% | $139,434+41.1% |
| Participation rate | 45.8% | 78.1%-32.3pp | 76.0%-30.1pp | 80.3%-34.5pp |
| Annual return | 23.93% | 26.32%-2.4pp | 25.84%-1.9pp | 372.94%-349.0pp |
| Employer contribution / active EE | $594 | $3,620-83.6% | $2,965-80.0% | $4,751-87.5% |
| Participant deferral / active EE | $3,670 | $5,548-33.8% | $4,851-24.3% | $6,710-45.3% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |