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 | $121,478 | $53,516+127.0% | $126,539-4.0% | $84,808+43.2% |
| Participation rate | 33.3% | 58.2%-24.9pp | 69.8%-36.5pp | 68.3%-35.0pp |
| Annual return | 16.92% | 58.34%-41.4pp | 425.95%-409.0pp | 40.90%-24.0pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $792 | $2,671-70.3% | $4,083-80.6% | $4,212-81.2% |
| Admin fee / account holder | $5 | $4,497-99.9% | $6,065-99.9% | $7,344-99.9% |