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 | $156,850 | $183,592-14.6% | $155,567+0.8% | $145,959+7.5% |
| Participation rate | 22.2% | 82.7%-60.5pp | 78.2%-56.0pp | 80.3%-58.1pp |
| Annual return | 9.66% | 61.24%-51.6pp | 64.74%-55.1pp | 561.95%-552.3pp |
| Employer contribution / active EE | $427 | $5,315-92.0% | $4,674-90.9% | $4,661-90.8% |
| Participant deferral / active EE | $3,782 | $6,464-41.5% | $5,628-32.8% | $6,689-43.5% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |