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 | $151,526 | $117,841+28.6% | $102,423+47.9% | $145,922+3.8% |
| Participation rate | 46.2% | 78.6%-32.4pp | 76.5%-30.3pp | 80.3%-34.1pp |
| Annual return | 8.92% | 31.65%-22.7pp | 29.32%-20.4pp | 561.29%-552.4pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,153 | $5,731-45.0% | $5,053-37.6% | $6,688-52.9% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |