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 | $191,851 | $97,757+96.3% | $83,848+128.8% | $135,375+41.7% |
| Participation rate | 16.7% | 80.0%-63.3pp | 76.1%-59.5pp | 82.6%-66.0pp |
| Annual return | -3.25% | 1287.37%-1290.6pp | 850.88%-854.1pp | 519.73%-523.0pp |
| Employer contribution / active EE | $163 | $4,222-96.1% | $3,631-95.5% | $4,779-96.6% |
| Participant deferral / active EE | $4,083 | $4,682-12.8% | $4,0820% | $5,609-27.2% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |