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 9-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 | $21,517 | $96,635-77.7% | $86,612-75.2% | $139,434-84.6% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 20.83% | 106.41%-85.6pp | 591.07%-570.2pp | 372.94%-352.1pp |
| Employer contribution / active EE | $100 | $3,263-96.9% | $3,022-96.7% | $4,751-97.9% |
| Participant deferral / active EE | $1,406 | $4,836-70.9% | $4,438-68.3% | $6,710-79.0% |
| Admin fee / account holder | $184 | $6,408-97.1% | $5,614-96.7% | $11,403-98.4% |