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 | $152,763 | $99,079+54.2% | $77,999+95.9% | $273,961-44.2% |
| Participation rate | 63.6% | 78.6%-14.9pp | 75.5%-11.9pp | 83.0%-19.4pp |
| Annual return | 5.18% | 217.93%-212.7pp | 425.96%-420.8pp | 41.45%-36.3pp |
| Employer contribution / active EE | $382 | $3,308-88.5% | $2,470-84.5% | $4,869-92.2% |
| Participant deferral / active EE | $5,150 | $4,306+19.6% | $3,497+47.3% | $5,287-2.6% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |