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 | $230,531 | $180,449+27.8% | $154,107+49.6% | $135,375+70.3% |
| Participation rate | 42.9% | 87.4%-44.6pp | 83.0%-40.2pp | 82.6%-39.8pp |
| Annual return | 472.49% | 888.09%-415.6pp | 735.12%-262.6pp | 519.73%-47.2pp |
| Employer contribution / active EE | $163 | $6,035-97.3% | $5,298-96.9% | $4,779-96.6% |
| Participant deferral / active EE | $3,693 | $5,806-36.4% | $5,081-27.3% | $5,609-34.2% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |