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 | $210,216 | $95,561+120.0% | $77,163+172.4% | $139,434+50.8% |
| Participation rate | 50.0% | 73.9%-23.9pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 33.59% | 54.92%-21.3pp | 37.87%-4.3pp | 372.94%-339.4pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,535-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $11,250 | $4,624+143.3% | $3,833+193.5% | $6,710+67.7% |
| Admin fee / account holder | $0 | $8,295-100.0% | $5,472-100.0% | $11,403-100.0% |