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 | $161,821 | $110,257+46.8% | $96,544+67.6% | $139,434+16.1% |
| Participation rate | 37.5% | 78.1%-40.6pp | 76.0%-38.5pp | 80.3%-42.8pp |
| Annual return | 10.27% | 26.32%-16.0pp | 25.84%-15.6pp | 372.94%-362.7pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $5,160 | $5,548-7.0% | $4,851+6.4% | $6,710-23.1% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |