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 | $65,087 | $53,516+21.6% | $126,539-48.6% | $84,808-23.3% |
| Participation rate | 29.5% | 58.2%-28.7pp | 69.8%-40.3pp | 68.3%-38.8pp |
| Annual return | 17.33% | 58.34%-41.0pp | 425.95%-408.6pp | 40.90%-23.6pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,395 | $2,671-47.8% | $4,083-65.8% | $4,212-66.9% |
| Admin fee / account holder | $206 | $4,497-95.4% | $6,065-96.6% | $7,344-97.2% |