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 | $105,955 | $150,440-29.6% | $136,294-22.3% | $147,584-28.2% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 21.39% | 1049.08%-1027.7pp | 5155.94%-5134.5pp | 578.55%-557.2pp |
| Employer contribution / active EE | $873 | $5,256-83.4% | $4,695-81.4% | $4,876-82.1% |
| Participant deferral / active EE | $3,267 | $6,630-50.7% | $6,247-47.7% | $5,439-39.9% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |