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 | $125,472 | $99,985+25.5% | $146,665-14.4% | $85,850+46.2% |
| Participation rate | 58.2% | 73.1%-14.8pp | 80.1%-21.9pp | 69.3%-11.1pp |
| Annual return | 36.34% | 18.93%+17.4pp | 22.74%+13.6pp | 318.53%-282.2pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,844 | $4,006-29.0% | $5,506-48.3% | $3,952-28.0% |
| Admin fee / account holder | $194 | $7,702-97.5% | $10,280-98.1% | $6,260-96.9% |