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 | $111,350 | $755,339-85.3% | $379,746-70.7% | $158,922-29.9% |
| Participation rate | 66.7% | 81.8%-15.1pp | 78.4%-11.8pp | 82.0%-15.3pp |
| Annual return | 18.56% | 53.41%-34.8pp | 34.90%-16.3pp | 302.83%-284.3pp |
| Employer contribution / active EE | $641 | $4,685-86.3% | $3,540-81.9% | $4,761-86.5% |
| Participant deferral / active EE | $9,033 | $7,938+13.8% | $6,024+50.0% | $5,982+51.0% |
| Admin fee / account holder | $0 | $14,482-100.0% | $7,927-100.0% | $11,246-100.0% |