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 | $74,308 | $149,679-50.4% | $117,039-36.5% | $147,584-49.6% |
| Participation rate | 50.0% | 83.5%-33.5pp | 77.2%-27.2pp | 82.8%-32.8pp |
| Annual return | 14.56% | 19.31%-4.8pp | 18.95%-4.4pp | 578.55%-564.0pp |
| Employer contribution / active EE | $0 | $4,937-100.0% | $3,785-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,776 | $4,912-43.5% | $3,929-29.4% | $5,439-49.0% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,885-100.0% |