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 | $165,389 | $131,829+25.5% | $108,579+52.3% | $273,961-39.6% |
| Participation rate | 57.1% | 83.5%-26.3pp | 79.6%-22.4pp | 83.0%-25.9pp |
| Annual return | 14.30% | -91.57%+105.9pp | -51.70%+66.0pp | 41.45%-27.2pp |
| Employer contribution / active EE | $791 | $4,912-83.9% | $3,758-79.0% | $4,869-83.8% |
| Participant deferral / active EE | $1,900 | $5,127-62.9% | $4,311-55.9% | $5,287-64.1% |
| Admin fee / account holder | $115 | $10,252-98.9% | $7,645-98.5% | $10,132-98.9% |