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 | $105,725 | $117,381-9.9% | $99,443+6.3% | $152,861-30.8% |
| Participation rate | 38.9% | 77.5%-38.7pp | 73.8%-34.9pp | 82.4%-43.6pp |
| Annual return | 26.14% | 31.87%-5.7pp | 30.72%-4.6pp | 345.32%-319.2pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,432 | $4,086-16.0% | $3,619-5.2% | $5,850-41.3% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |