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 | $54,513 | $198,466-72.5% | $170,442-68.0% | $147,584-63.1% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 53.24% | 257.29%-204.1pp | 205.93%-152.7pp | 578.55%-525.3pp |
| Employer contribution / active EE | $1,178 | $6,184-81.0% | $5,433-78.3% | $4,876-75.8% |
| Participant deferral / active EE | $7,523 | $5,629+33.6% | $4,939+52.3% | $5,439+38.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |