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 | $183,651 | $102,966+78.4% | $90,281+103.4% | $152,861+20.1% |
| Participation rate | 23.5% | 75.9%-52.3pp | 73.3%-49.7pp | 82.4%-58.9pp |
| Annual return | 20.81% | 95.16%-74.4pp | 78.10%-57.3pp | 345.32%-324.5pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,867 | $4,281-33.0% | $3,885-26.2% | $5,850-51.0% |
| Admin fee / account holder | $71 | $6,171-98.9% | $5,351-98.7% | $11,596-99.4% |