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 | $130,480 | $162,781-19.8% | $133,956-2.6% | $158,922-17.9% |
| Participation rate | 58.8% | 83.2%-24.4pp | 79.8%-21.0pp | 82.0%-23.1pp |
| Annual return | 20.34% | 41.94%-21.6pp | 45.09%-24.8pp | 302.83%-282.5pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $6,178 | $5,911+4.5% | $5,048+22.4% | $5,982+3.3% |
| Admin fee / account holder | $4 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |