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 | $146,990 | $153,772-4.4% | $133,980+9.7% | $273,961-46.3% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.1%-27.1pp | 83.0%-23.0pp |
| Annual return | 17.52% | 36.51%-19.0pp | 29.30%-11.8pp | 41.45%-23.9pp |
| Employer contribution / active EE | $757 | $6,029-87.4% | $5,211-85.5% | $4,869-84.4% |
| Participant deferral / active EE | $5,680 | $6,958-18.4% | $6,282-9.6% | $5,287+7.4% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |