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 | $87,974 | $105,931-17.0% | $81,930+7.4% | $158,922-44.6% |
| Participation rate | 57.1% | 75.6%-18.5pp | 72.0%-14.9pp | 82.0%-24.8pp |
| Annual return | 4.50% | 38.17%-33.7pp | 29.49%-25.0pp | 302.83%-298.3pp |
| Employer contribution / active EE | $0 | $7,800-100.0% | $4,310-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $7,843 | $13,003-39.7% | $7,107+10.4% | $5,982+31.1% |
| Admin fee / account holder | $0 | $8,489-100.0% | $5,158-100.0% | $11,246-100.0% |