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 | $166,514 | $72,400+130.0% | $67,502+146.7% | $145,922+14.1% |
| Participation rate | 57.1% | 76.9%-19.7pp | 72.9%-15.7pp | 80.3%-23.1pp |
| Annual return | 11.58% | 7182.46%-7170.9pp | 3512.12%-3500.5pp | 561.29%-549.7pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,122 | $4,783+7.1% | $4,000+28.1% | $6,688-23.4% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |