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 | $186,177 | $106,515+74.8% | $96,683+92.6% | $139,434+33.5% |
| Participation rate | 29.4% | 77.8%-48.4pp | 74.3%-44.9pp | 80.3%-50.9pp |
| Annual return | 20.65% | 38.43%-17.8pp | 35.69%-15.0pp | 372.94%-352.3pp |
| Employer contribution / active EE | $366 | $4,103-91.1% | $3,737-90.2% | $4,751-92.3% |
| Participant deferral / active EE | $6,693 | $5,454+22.7% | $4,878+37.2% | $6,710-0.3% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |