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 | $172,826 | $135,952+27.1% | $123,892+39.5% | $273,961-36.9% |
| Participation rate | 29.4% | 84.1%-54.7pp | 81.4%-52.0pp | 83.0%-53.6pp |
| Annual return | 14.06% | 56.63%-42.6pp | 47.52%-33.5pp | 41.45%-27.4pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,753 | $6,343-56.6% | $5,984-54.0% | $5,287-47.9% |
| Admin fee / account holder | $98 | $9,817-99.0% | $8,357-98.8% | $10,132-99.0% |