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 | $48,732 | $65,561-25.7% | $86,188-43.5% | $75,163-35.2% |
| Participation rate | 53.6% | 60.5%-6.9pp | 69.0%-15.4pp | 67.2%-13.6pp |
| Annual return | 20.11% | 46.05%-25.9pp | 1168.45%-1148.3pp | 160.62%-140.5pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,879 | $3,024-37.9% | $3,985-52.8% | $4,125-54.4% |
| Admin fee / account holder | $145 | $5,474-97.3% | $6,852-97.9% | $5,651-97.4% |