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 | $54,677 | $53,822+1.6% | $75,696-27.8% | $85,850-36.3% |
| Participation rate | 43.4% | 69.1%-25.7pp | 74.8%-31.5pp | 69.3%-25.9pp |
| Annual return | 15.08% | 24.54%-9.5pp | 104.53%-89.4pp | 318.53%-303.4pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,274 | $2,895-56.0% | $3,821-66.7% | $3,952-67.8% |
| Admin fee / account holder | $8 | $3,343-99.8% | $3,619-99.8% | $6,260-99.9% |