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 | $82,946 | $127,386-34.9% | $115,037-27.9% | $125,391-33.9% |
| Participation rate | 33.3% | 84.2%-50.8pp | 81.4%-48.0pp | 83.2%-49.9pp |
| Annual return | 4.64% | 31.28%-26.6pp | 26.14%-21.5pp | 282.22%-277.6pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,515 | $6,423-29.7% | $6,026-25.1% | $5,352-15.6% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |