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 | $191,134 | $93,346+104.8% | $71,796+166.2% | $273,961-30.2% |
| Participation rate | 15.8% | 76.5%-60.7pp | 69.1%-53.3pp | 83.0%-67.2pp |
| Annual return | 6.55% | 130.39%-123.8pp | 78.04%-71.5pp | 41.45%-34.9pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,032 | $3,475-12.8% | $2,794+8.5% | $5,287-42.7% |
| Admin fee / account holder | $58 | $6,571-99.1% | $4,815-98.8% | $10,132-99.4% |