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 | $158,190 | $65,685+140.8% | $57,179+176.7% | $273,961-42.3% |
| Participation rate | 8.3% | 78.3%-70.0pp | 75.3%-67.0pp | 83.0%-74.7pp |
| Annual return | 7.22% | 21.99%-14.8pp | 14.59%-7.4pp | 41.45%-34.2pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,192 | $3,782-68.5% | $3,096-61.5% | $5,287-77.4% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |