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 | $163,597 | $103,376+58.3% | $87,100+87.8% | $152,861+7.0% |
| Participation rate | 47.8% | 79.3%-31.5pp | 76.9%-29.0pp | 82.4%-34.6pp |
| Annual return | 16.67% | 28.10%-11.4pp | 28.19%-11.5pp | 345.32%-328.6pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,561 | $4,778-46.4% | $4,049-36.7% | $5,850-56.2% |
| Admin fee / account holder | $116 | $12,205-99.0% | $7,497-98.4% | $11,596-99.0% |