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 | $128,937 | $58,234+121.4% | $81,783+57.7% | $80,874+59.4% |
| Participation rate | 30.6% | 63.4%-32.9pp | 72.4%-41.8pp | 67.6%-37.1pp |
| Annual return | 22.70% | 41.70%-19.0pp | 775.05%-752.4pp | 35.62%-12.9pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $943 | $3,283-71.3% | $4,320-78.2% | $4,297-78.1% |
| Admin fee / account holder | $62 | $4,982-98.8% | $7,380-99.2% | $6,935-99.1% |