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 | $120,866 | $171,865-29.7% | $149,718-19.3% | $147,584-18.1% |
| Participation rate | 33.3% | 88.2%-54.9pp | 87.1%-53.7pp | 82.8%-49.5pp |
| Annual return | 20.23% | 2113.22%-2093.0pp | 1501.63%-1481.4pp | 578.55%-558.3pp |
| Employer contribution / active EE | $624 | $6,275-90.1% | $5,445-88.5% | $4,876-87.2% |
| Participant deferral / active EE | $7,892 | $7,271+8.5% | $6,569+20.1% | $5,439+45.1% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |