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 | $194,481 | $43,723+344.8% | $121,196+60.5% | $64,186+203.0% |
| Participation rate | 12.7% | 58.3%-45.6pp | 71.7%-59.1pp | 69.6%-56.9pp |
| Annual return | -6.65% | 68.91%-75.6pp | 16.93%-23.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,023 | $2,280-55.1% | $3,344-69.4% | $3,470-70.5% |
| Admin fee / account holder | $129 | $3,501-96.3% | $5,019-97.4% | $4,888-97.4% |