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 | $189,774 | $77,314+145.5% | $177,989+6.6% | $80,856+134.7% |
| Participation rate | 44.4% | 65.7%-21.3pp | 77.1%-32.6pp | 67.6%-23.2pp |
| Annual return | 30.34% | 18.09%+12.3pp | 294.48%-264.1pp | 35.59%-5.3pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,665 | $4,411+5.8% | $6,276-25.7% | $4,296+8.6% |
| Admin fee / account holder | $55 | $7,191-99.2% | $10,363-99.5% | $6,918-99.2% |