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 | $110,649 | $185,200-40.3% | $142,863-22.5% | $167,490-33.9% |
| Participation rate | 69.2% | 78.4%-9.2pp | 71.9%-2.7pp | 82.1%-12.9pp |
| Annual return | 15.33% | 8555.70%-8540.4pp | 5637.54%-5622.2pp | 478.56%-463.2pp |
| Employer contribution / active EE | $0 | $5,604-100.0% | $4,144-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,824 | $4,494-14.9% | $3,837-0.3% | $6,341-39.7% |
| Admin fee / account holder | $4 | $8,031-100.0% | $6,560-99.9% | $12,309-100.0% |