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 | $112,120 | $58,828+90.6% | $77,999+43.7% | $62,891+78.3% |
| Participation rate | 27.0% | 71.1%-44.0pp | 75.5%-48.5pp | 69.3%-42.3pp |
| Annual return | 6.21% | 17.16%-11.0pp | 425.96%-419.8pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,968 | $2,686-26.7% | $3,497-43.7% | $3,203-38.6% |
| Admin fee / account holder | $0 | $4,393-100.0% | $5,480-100.0% | $4,296-100.0% |