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 | $189,116 | $87,540+116.0% | $75,781+149.6% | $125,391+50.8% |
| Participation rate | 18.2% | 80.2%-62.0pp | 75.8%-57.6pp | 83.2%-65.0pp |
| Annual return | 1.78% | 13.48%-11.7pp | 9.68%-7.9pp | 282.22%-280.4pp |
| Employer contribution / active EE | $452 | $3,930-88.5% | $3,323-86.4% | $4,866-90.7% |
| Participant deferral / active EE | $1,318 | $4,229-68.8% | $3,651-63.9% | $5,352-75.4% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |