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 | $132,337 | $126,574+4.6% | $106,213+24.6% | $145,922-9.3% |
| Participation rate | 62.5% | 77.6%-15.1pp | 75.3%-12.8pp | 80.3%-17.8pp |
| Annual return | 36.44% | 224.79%-188.4pp | 116.14%-79.7pp | 561.29%-524.8pp |
| Employer contribution / active EE | $0 | $3,730-100.0% | $3,171-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,686 | $5,724-18.1% | $5,016-6.6% | $6,688-29.9% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |