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 | $0 | $284,927-100.0% | $210,053-100.0% | $382,429-100.0% |
| Participation rate | 0.0% | 84.8%-84.8pp | 80.8%-80.8pp | 87.7%-87.7pp |
| Annual return | 11.48% | 281.55%-270.1pp | 232.76%-221.3pp | 248.85%-237.4pp |
| Employer contribution / active EE | $15,000 | $6,452+132.5% | $4,521+231.8% | $8,036+86.7% |
| Participant deferral / active EE | $0 | $4,567-100.0% | $4,238-100.0% | $5,727-100.0% |
| Admin fee / account holder | $0 | $19,753-100.0% | $16,990-100.0% | $30,732-100.0% |