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 | $139,768 | $136,307+2.5% | $106,619+31.1% | $273,961-49.0% |
| Participation rate | 16.7% | 84.8%-68.1pp | 78.0%-61.3pp | 83.0%-66.3pp |
| Annual return | 7.88% | 11.05%-3.2pp | 9.42%-1.5pp | 41.45%-33.6pp |
| Employer contribution / active EE | $578 | $5,190-88.9% | $3,947-85.4% | $4,869-88.1% |
| Participant deferral / active EE | $3,041 | $4,969-38.8% | $3,930-22.6% | $5,287-42.5% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,132-100.0% |