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 | $242,473 | $69,207+250.4% | $64,056+278.5% | $139,434+73.9% |
| Participation rate | 33.3% | 75.6%-42.3pp | 72.3%-39.0pp | 80.3%-47.0pp |
| Annual return | 21.91% | 45.88%-24.0pp | 33.69%-11.8pp | 372.94%-351.0pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $10,000 | $4,682+113.6% | $3,880+157.7% | $6,710+49.0% |
| Admin fee / account holder | $10 | $4,244-99.8% | $3,068-99.7% | $11,403-99.9% |