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 | $247,600 | $140,940+75.7% | $112,229+120.6% | $139,434+77.6% |
| Participation rate | 14.3% | 79.2%-64.9pp | 72.4%-58.1pp | 80.3%-66.0pp |
| Annual return | 11.04% | 32.71%-21.7pp | 30.20%-19.2pp | 372.94%-361.9pp |
| Employer contribution / active EE | $126 | $4,283-97.1% | $3,430-96.3% | $4,751-97.4% |
| Participant deferral / active EE | $2,236 | $5,874-61.9% | $4,798-53.4% | $6,710-66.7% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,748-100.0% | $11,403-100.0% |