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 | $159,066 | $106,515+49.3% | $96,683+64.5% | $139,434+14.1% |
| Participation rate | 17.6% | 77.8%-60.2pp | 74.3%-56.7pp | 80.3%-62.7pp |
| Annual return | 14.36% | 38.43%-24.1pp | 35.69%-21.3pp | 372.94%-358.6pp |
| Employer contribution / active EE | $343 | $4,103-91.6% | $3,737-90.8% | $4,751-92.8% |
| Participant deferral / active EE | $3,176 | $5,454-41.8% | $4,878-34.9% | $6,710-52.7% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |