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 | $107,994 | $202,318-46.6% | $172,739-37.5% | $152,861-29.4% |
| Participation rate | 31.3% | 87.1%-55.8pp | 82.6%-51.4pp | 82.4%-51.2pp |
| Annual return | 24.87% | 1029.65%-1004.8pp | 802.84%-778.0pp | 345.32%-320.4pp |
| Employer contribution / active EE | $800 | $5,856-86.3% | $5,143-84.4% | $4,762-83.2% |
| Participant deferral / active EE | $3,420 | $5,948-42.5% | $5,198-34.2% | $5,850-41.5% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |