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 | $174,616 | $125,758+38.9% | $169,993+2.7% | $75,163+132.3% |
| Participation rate | 55.0% | 83.6%-28.6pp | 87.0%-32.0pp | 67.2%-12.2pp |
| Annual return | 17.96% | 27.20%-9.2pp | 53.37%-35.4pp | 160.62%-142.7pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,030 | $6,837-41.1% | $10,408-61.3% | $4,125-2.3% |
| Admin fee / account holder | $142 | $8,173-98.3% | $12,815-98.9% | $5,651-97.5% |