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 | $218,794 | $54,705+300.0% | $71,209+207.3% | $84,808+158.0% |
| Participation rate | 14.3% | 64.1%-49.8pp | 73.8%-59.5pp | 68.3%-54.0pp |
| Annual return | 14.14% | 35.90%-21.8pp | 282.51%-268.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $152 | $2,158-93.0% | $2,721-94.4% | $2,631-94.2% |
| Participant deferral / active EE | $2,895 | $3,030-4.5% | $4,175-30.7% | $4,212-31.3% |
| Admin fee / account holder | $0 | $4,863-100.0% | $5,349-100.0% | $7,344-100.0% |