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 | $195,184 | $83,337+134.2% | $67,834+187.7% | $273,961-28.8% |
| Participation rate | 31.3% | 76.4%-45.2pp | 68.8%-37.5pp | 83.0%-51.8pp |
| Annual return | 8.84% | 259.45%-250.6pp | 138.47%-129.6pp | 41.45%-32.6pp |
| Employer contribution / active EE | $389 | $3,287-88.2% | $2,403-83.8% | $4,869-92.0% |
| Participant deferral / active EE | $2,752 | $4,088-32.7% | $3,160-12.9% | $5,287-48.0% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |