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 | $148,624 | $127,386+16.7% | $115,037+29.2% | $125,391+18.5% |
| Participation rate | 57.1% | 84.2%-27.0pp | 81.4%-24.2pp | 83.2%-26.0pp |
| Annual return | -2.65% | 31.28%-33.9pp | 26.14%-28.8pp | 282.22%-284.9pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,004 | $6,423-22.1% | $6,026-17.0% | $5,352-6.5% |
| Admin fee / account holder | $276 | $9,516-97.1% | $8,175-96.6% | $9,540-97.1% |