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 | $126,609 | $99,032+27.8% | $80,019+58.2% | $135,375-6.5% |
| Participation rate | 33.3% | 78.4%-45.0pp | 75.8%-42.5pp | 82.6%-49.3pp |
| Annual return | -4.60% | 15.39%-20.0pp | 11.22%-15.8pp | 519.73%-524.3pp |
| Employer contribution / active EE | $230 | $3,043-92.5% | $2,468-90.7% | $4,779-95.2% |
| Participant deferral / active EE | $8,167 | $4,282+90.7% | $3,686+121.6% | $5,609+45.6% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |