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 | $145,847 | $80,717+80.7% | $154,803-5.8% | $84,808+72.0% |
| Participation rate | 55.2% | 66.8%-11.6pp | 78.1%-22.9pp | 68.3%-13.1pp |
| Annual return | 13.46% | 37.96%-24.5pp | 58.88%-45.4pp | 40.90%-27.4pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,638 | $3,303+40.4% | $5,540-16.3% | $4,212+10.1% |
| Admin fee / account holder | $6 | $6,746-99.9% | $14,329-100.0% | $7,344-99.9% |