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 6-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 | $25,428 | $175,202-85.5% | $149,673-83.0% | $139,434-81.8% |
| Participation rate | 55.6% | 83.4%-27.8pp | 78.8%-23.2pp | 80.3%-24.8pp |
| Annual return | 25.11% | 166.71%-141.6pp | 134.42%-109.3pp | 372.94%-347.8pp |
| Employer contribution / active EE | $426 | $5,474-92.2% | $4,818-91.2% | $4,751-91.0% |
| Participant deferral / active EE | $5,933 | $6,519-9.0% | $5,680+4.4% | $6,710-11.6% |
| Admin fee / account holder | $104 | $16,150-99.4% | $13,210-99.2% | $11,403-99.1% |