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 | $168,219 | $93,346+80.2% | $71,796+134.3% | $273,961-38.6% |
| Participation rate | 28.6% | 76.5%-48.0pp | 69.1%-40.5pp | 83.0%-54.4pp |
| Annual return | 7.43% | 130.39%-123.0pp | 78.04%-70.6pp | 41.45%-34.0pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,905 | $3,475+69.9% | $2,794+111.3% | $5,287+11.7% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |