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 | $98,375 | $176,662-44.3% | $130,648-24.7% | $152,861-35.6% |
| Participation rate | 15.4% | 79.0%-63.6pp | 71.7%-56.4pp | 82.4%-67.1pp |
| Annual return | 28.49% | 2692.24%-2663.7pp | 1708.96%-1680.5pp | 345.32%-316.8pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,071 | $4,361-52.5% | $3,603-42.5% | $5,850-64.6% |
| Admin fee / account holder | $192 | $7,133-97.3% | $5,464-96.5% | $11,596-98.3% |