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 | $194,389 | $152,587+27.4% | $125,175+55.3% | $152,861+27.2% |
| Participation rate | 33.3% | 83.3%-50.0pp | 79.8%-46.4pp | 82.4%-49.1pp |
| Annual return | 24.91% | 54.84%-29.9pp | 43.79%-18.9pp | 345.32%-320.4pp |
| Employer contribution / active EE | $467 | $4,946-90.6% | $3,865-87.9% | $4,762-90.2% |
| Participant deferral / active EE | $8,167 | $5,868+39.2% | $4,937+65.4% | $5,850+39.6% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |