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 | $38,172 | $171,865-77.8% | $149,718-74.5% | $147,584-74.1% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 23.25% | 2113.22%-2090.0pp | 1501.63%-1478.4pp | 578.55%-555.3pp |
| Employer contribution / active EE | $1,145 | $6,275-81.8% | $5,445-79.0% | $4,876-76.5% |
| Participant deferral / active EE | $6,363 | $7,271-12.5% | $6,569-3.1% | $5,439+17.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |