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 | $172,489 | $169,032+2.0% | $129,207+33.5% | $145,922+18.2% |
| Participation rate | 0.0% | 76.4%-76.4pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 13.04% | 14330.11%-14317.1pp | 9417.33%-9404.3pp | 561.29%-548.2pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $21,459 | $4,987+330.3% | $4,168+414.9% | $6,688+220.9% |
| Admin fee / account holder | $5 | $9,954-100.0% | $7,715-99.9% | $13,397-100.0% |