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 | $121,251 | $202,318-40.1% | $172,739-29.8% | $152,861-20.7% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 19.63% | 1029.65%-1010.0pp | 802.84%-783.2pp | 345.32%-325.7pp |
| Employer contribution / active EE | $254 | $5,856-95.7% | $5,143-95.1% | $4,762-94.7% |
| Participant deferral / active EE | $6,487 | $5,948+9.1% | $5,198+24.8% | $5,850+10.9% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |