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 | $106,306 | $104,251+2.0% | $91,001+16.8% | $147,584-28.0% |
| Participation rate | 33.3% | 78.2%-44.9pp | 75.6%-42.3pp | 82.8%-49.5pp |
| Annual return | 15.84% | 27.06%-11.2pp | 4.60%+11.2pp | 578.55%-562.7pp |
| Employer contribution / active EE | $230 | $3,116-92.6% | $2,456-90.6% | $4,876-95.3% |
| Participant deferral / active EE | $6,000 | $4,195+43.0% | $3,547+69.1% | $5,439+10.3% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |