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 | $165,322 | $127,386+29.8% | $115,037+43.7% | $125,391+31.8% |
| Participation rate | 40.0% | 84.2%-44.2pp | 81.4%-41.4pp | 83.2%-43.2pp |
| Annual return | -2.96% | 31.28%-34.2pp | 26.14%-29.1pp | 282.22%-285.2pp |
| Employer contribution / active EE | $748 | $5,166-85.5% | $4,608-83.8% | $4,866-84.6% |
| Participant deferral / active EE | $4,508 | $6,423-29.8% | $6,026-25.2% | $5,352-15.8% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |