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 8-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 | $51,145 | $114,047-55.2% | $96,139-46.8% | $167,490-69.5% |
| Participation rate | 0.0% | 75.1%-75.1pp | 68.4%-68.4pp | 82.1%-82.1pp |
| Annual return | 16.02% | 189.88%-173.9pp | 191.94%-175.9pp | 478.56%-462.5pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,797-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $10,700 | $5,194+106.0% | $4,349+146.0% | $6,341+68.7% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |