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 | $229,871 | $98,750+132.8% | $149,696+53.6% | $79,858+187.9% |
| Participation rate | 51.2% | 75.8%-24.6pp | 82.5%-31.3pp | 69.6%-18.4pp |
| Annual return | 22.74% | 27.43%-4.7pp | 276.60%-253.9pp | 31.71%-9.0pp |
| Employer contribution / active EE | $391 | $3,216-87.8% | $4,644-91.6% | $2,471-84.2% |
| Participant deferral / active EE | $2,496 | $5,680-56.1% | $6,842-63.5% | $3,740-33.3% |
| Admin fee / account holder | $200 | $6,053-96.7% | $9,309-97.9% | $5,306-96.2% |