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 | $83,614 | $176,662-52.7% | $130,648-36.0% | $152,861-45.3% |
| Participation rate | 0.0% | 79.0%-79.0pp | 71.7%-71.7pp | 82.4%-82.4pp |
| Annual return | 17.70% | 2692.24%-2674.5pp | 1708.96%-1691.3pp | 345.32%-327.6pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,709 | $4,361+53.8% | $3,603+86.2% | $5,850+14.7% |
| Admin fee / account holder | $11 | $7,133-99.8% | $5,464-99.8% | $11,596-99.9% |