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 | $177,853 | $755,339-76.5% | $379,746-53.2% | $158,922+11.9% |
| Participation rate | 41.7% | 81.8%-40.1pp | 78.4%-36.8pp | 82.0%-40.3pp |
| Annual return | 11.68% | 53.41%-41.7pp | 34.90%-23.2pp | 302.83%-291.1pp |
| Employer contribution / active EE | $0 | $4,685-100.0% | $3,540-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,780 | $7,938-65.0% | $6,024-53.9% | $5,982-53.5% |
| Admin fee / account holder | $0 | $14,482-100.0% | $7,927-100.0% | $11,246-100.0% |