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 | $124,848 | $162,781-23.3% | $133,956-6.8% | $158,922-21.4% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 8.55% | 41.94%-33.4pp | 45.09%-36.5pp | 302.83%-294.3pp |
| Employer contribution / active EE | $803 | $4,975-83.9% | $3,919-79.5% | $4,761-83.1% |
| Participant deferral / active EE | $2,993 | $5,911-49.4% | $5,048-40.7% | $5,982-50.0% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |