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 | $236,317 | $92,703+154.9% | $82,719+185.7% | $134,475+75.7% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | 24995.75% | 944.92%+24050.8pp | 701.18%+24294.6pp | 417.96%+24577.8pp |
| Employer contribution / active EE | $197 | $3,274-94.0% | $3,009-93.4% | $4,740-95.8% |
| Participant deferral / active EE | $1,350 | $4,802-71.9% | $4,395-69.3% | $6,400-78.9% |
| Admin fee / account holder | $28 | $5,983-99.5% | $5,329-99.5% | $11,426-99.8% |