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 | $106,425 | $99,341+7.1% | $84,750+25.6% | $273,961-61.2% |
| Participation rate | 25.0% | 80.7%-55.7pp | 76.6%-51.6pp | 83.0%-58.0pp |
| Annual return | 15.46% | 22.93%-7.5pp | 22.78%-7.3pp | 41.45%-26.0pp |
| Employer contribution / active EE | $361 | $4,214-91.4% | $3,574-89.9% | $4,869-92.6% |
| Participant deferral / active EE | $1,589 | $4,269-62.8% | $3,712-57.2% | $5,287-69.9% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |