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 | $147,888 | $54,705+170.3% | $71,209+107.7% | $84,808+74.4% |
| Participation rate | 8.0% | 64.1%-56.1pp | 73.8%-65.8pp | 68.3%-60.3pp |
| Annual return | 19.56% | 35.90%-16.3pp | 282.51%-263.0pp | 40.90%-21.3pp |
| Employer contribution / active EE | $183 | $2,158-91.5% | $2,721-93.3% | $2,631-93.0% |
| Participant deferral / active EE | $761 | $3,030-74.9% | $4,175-81.8% | $4,212-81.9% |
| Admin fee / account holder | $13 | $4,863-99.7% | $5,349-99.8% | $7,344-99.8% |