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 3-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 | $46,176 | $102,604-55.0% | $86,188-46.4% | $139,434-66.9% |
| Participation rate | 8.7% | 74.5%-65.8pp | 69.0%-60.3pp | 80.3%-71.6pp |
| Annual return | 46.50% | 1922.51%-1876.0pp | 1168.45%-1121.9pp | 372.94%-326.4pp |
| Employer contribution / active EE | $443 | $3,032-85.4% | $2,380-81.4% | $4,751-90.7% |
| Participant deferral / active EE | $1,815 | $4,676-61.2% | $3,985-54.5% | $6,710-73.0% |
| Admin fee / account holder | $99 | $8,657-98.9% | $6,852-98.6% | $11,403-99.1% |