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 | $158,529 | $80,968+95.8% | $96,544+64.2% | $75,163+110.9% |
| Participation rate | 63.3% | 71.8%-8.4pp | 76.0%-12.6pp | 67.2%-3.9pp |
| Annual return | 17.20% | 27.06%-9.9pp | 25.84%-8.6pp | 160.62%-143.4pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,315 | $3,928+60.8% | $4,851+30.2% | $4,125+53.1% |
| Admin fee / account holder | $212 | $6,724-96.8% | $8,252-97.4% | $5,651-96.2% |