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 5-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 | $131,623 | $111,724+17.8% | $93,606+40.6% | $145,922-9.8% |
| Participation rate | 42.9% | 74.2%-31.4pp | 68.7%-25.9pp | 80.3%-37.4pp |
| Annual return | 117.11% | 202.98%-85.9pp | 133.20%-16.1pp | 561.29%-444.2pp |
| Employer contribution / active EE | $1 | $3,090-100.0% | $2,420-99.9% | $4,660-100.0% |
| Participant deferral / active EE | $8,243 | $4,912+67.8% | $4,411+86.9% | $6,688+23.3% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |