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 | $79,855 | $111,724-28.5% | $93,606-14.7% | $145,922-45.3% |
| Participation rate | 10.0% | 74.2%-64.2pp | 68.7%-58.7pp | 80.3%-70.3pp |
| Annual return | 22.84% | 202.98%-180.1pp | 133.20%-110.4pp | 561.29%-538.4pp |
| Employer contribution / active EE | $526 | $3,090-83.0% | $2,420-78.3% | $4,660-88.7% |
| Participant deferral / active EE | $3,050 | $4,912-37.9% | $4,411-30.9% | $6,688-54.4% |
| Admin fee / account holder | $20 | $10,250-99.8% | $8,285-99.8% | $13,397-99.9% |