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 7-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 | $125,477 | $140,940-11.0% | $112,229+11.8% | $139,434-10.0% |
| Participation rate | 66.7% | 79.2%-12.5pp | 72.4%-5.8pp | 80.3%-13.7pp |
| Annual return | 22.96% | 32.71%-9.7pp | 30.20%-7.2pp | 372.94%-350.0pp |
| Employer contribution / active EE | $747 | $4,283-82.6% | $3,430-78.2% | $4,751-84.3% |
| Participant deferral / active EE | $3,000 | $5,874-48.9% | $4,798-37.5% | $6,710-55.3% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,748-100.0% | $11,403-100.0% |