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 | $99,219 | $105,998-6.4% | $92,233+7.6% | $147,584-32.8% |
| Participation rate | 23.1% | 80.4%-57.3pp | 76.5%-53.4pp | 82.8%-59.8pp |
| Annual return | 18.48% | 50.05%-31.6pp | 176.28%-157.8pp | 578.55%-560.1pp |
| Employer contribution / active EE | $669 | $4,333-84.6% | $3,679-81.8% | $4,876-86.3% |
| Participant deferral / active EE | $3,098 | $4,478-30.8% | $3,897-20.5% | $5,439-43.0% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |