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 | $51,638+323.7% | $68,368+220.0% | $82,448+165.4% |
| Participation rate | 14.3% | 63.6%-49.3pp | 73.8%-59.5pp | 68.1%-53.8pp |
| Annual return | 14.14% | 37.53%-23.4pp | 292.57%-278.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $152 | $2,047-92.6% | $2,649-94.3% | $2,551-94.0% |
| Participant deferral / active EE | $2,895 | $2,914-0.6% | $4,123-29.8% | $4,139-30.1% |
| Admin fee / account holder | $0 | $4,643-100.0% | $5,150-100.0% | $7,234-100.0% |