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 | $20,911 | $202,432-89.7% | $169,368-87.7% | $139,434-85.0% |
| Participation rate | 36.8% | 81.1%-44.2pp | 77.1%-40.3pp | 80.3%-43.5pp |
| Annual return | 74.90% | 531.74%-456.8pp | 405.60%-330.7pp | 372.94%-298.0pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,883 | $6,938-44.0% | $6,221-37.6% | $6,710-42.1% |
| Admin fee / account holder | $57 | $10,708-99.5% | $9,003-99.4% | $11,403-99.5% |