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 | $176,313 | $105,859+66.6% | $90,160+95.6% | $147,584+19.5% |
| Participation rate | 46.2% | 79.7%-33.6pp | 76.9%-30.7pp | 82.8%-36.7pp |
| Annual return | 18.06% | 37.63%-19.6pp | 34.88%-16.8pp | 578.55%-560.5pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,819 | $5,733+1.5% | $5,288+10.1% | $5,439+7.0% |
| Admin fee / account holder | $117 | $8,046-98.5% | $5,943-98.0% | $10,885-98.9% |