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 | $154,025 | $209,832-26.6% | $189,513-18.7% | $167,490-8.0% |
| Participation rate | 33.3% | 88.7%-55.3pp | 87.8%-54.5pp | 82.1%-48.8pp |
| Annual return | 35.39% | 748.27%-712.9pp | 555.15%-519.8pp | 478.56%-443.2pp |
| Employer contribution / active EE | $0 | $6,914-100.0% | $6,162-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $7,583 | $8,935-15.1% | $8,221-7.8% | $6,341+19.6% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |