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 | $115,965 | $202,318-42.7% | $172,739-32.9% | $152,861-24.1% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.4%-25.3pp |
| Annual return | 33.75% | 1029.65%-995.9pp | 802.84%-769.1pp | 345.32%-311.6pp |
| Employer contribution / active EE | $833 | $5,856-85.8% | $5,143-83.8% | $4,762-82.5% |
| Participant deferral / active EE | $6,582 | $5,948+10.7% | $5,198+26.6% | $5,850+12.5% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |