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 | $160,179 | $136,307+17.5% | $106,619+50.2% | $273,961-41.5% |
| Participation rate | 18.2% | 84.8%-66.6pp | 78.0%-59.8pp | 83.0%-64.8pp |
| Annual return | 9.55% | 11.05%-1.5pp | 9.42%+0.1pp | 41.45%-31.9pp |
| Employer contribution / active EE | $205 | $5,190-96.1% | $3,947-94.8% | $4,869-95.8% |
| Participant deferral / active EE | $4,364 | $4,969-12.2% | $3,930+11.0% | $5,287-17.5% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,132-100.0% |