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 | $103,659 | $103,376+0.3% | $87,100+19.0% | $152,861-32.2% |
| Participation rate | 16.7% | 79.3%-62.7pp | 76.9%-60.2pp | 82.4%-65.8pp |
| Annual return | 27.45% | 28.10%-0.7pp | 28.19%-0.7pp | 345.32%-317.9pp |
| Employer contribution / active EE | $137 | $3,220-95.7% | $2,521-94.6% | $4,762-97.1% |
| Participant deferral / active EE | $3,167 | $4,778-33.7% | $4,049-21.8% | $5,850-45.9% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |