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 7-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 | $109,476 | $169,032-35.2% | $129,207-15.3% | $145,922-25.0% |
| Participation rate | 27.3% | 76.4%-49.2pp | 69.6%-42.3pp | 80.3%-53.0pp |
| Annual return | 30.94% | 14330.11%-14299.2pp | 9417.33%-9386.4pp | 561.29%-530.3pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,641 | $4,987-27.0% | $4,168-12.6% | $6,688-45.6% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |