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 | $154,890 | $132,239+17.1% | $105,722+46.5% | $273,961-43.5% |
| Participation rate | 64.3% | 83.2%-18.9pp | 78.9%-14.6pp | 83.0%-18.7pp |
| Annual return | 3.44% | 10.07%-6.6pp | 12.25%-8.8pp | 41.45%-38.0pp |
| Employer contribution / active EE | $0 | $4,867-100.0% | $4,079-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $10,681 | $6,233+71.4% | $5,326+100.6% | $5,287+102.0% |
| Admin fee / account holder | $0 | $12,032-100.0% | $8,308-100.0% | $10,132-100.0% |