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 | $195,667 | $159,602+22.6% | $150,045+30.4% | $142,382+37.4% |
| Participation rate | 47.1% | 84.0%-36.9pp | 82.3%-35.3pp | 80.1%-33.1pp |
| Annual return | 13.69% | 70.24%-56.5pp | 62.55%-48.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $895 | $4,961-82.0% | $4,693-80.9% | $4,299-79.2% |
| Participant deferral / active EE | $5,171 | $8,310-37.8% | $7,997-35.3% | $6,507-20.5% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |