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 | $123,784 | $48,364+155.9% | $71,796+72.4% | $62,891+96.8% |
| Participation rate | 48.9% | 60.6%-11.7pp | 69.1%-20.2pp | 69.3%-20.4pp |
| Annual return | 6.97% | 13.16%-6.2pp | 78.04%-71.1pp | 20.14%-13.2pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,559 | $2,091+22.4% | $2,794-8.4% | $3,203-20.1% |
| Admin fee / account holder | $151 | $3,771-96.0% | $4,815-96.9% | $4,296-96.5% |