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 | $73,814 | $144,119-48.8% | $117,854-37.4% | $147,584-50.0% |
| Participation rate | 20.0% | 83.4%-63.4pp | 79.7%-59.7pp | 82.8%-62.8pp |
| Annual return | 0.00% | 531.15%-531.1pp | 335.08%-335.1pp | 578.55%-578.5pp |
| Employer contribution / active EE | $416 | $4,896-91.5% | $3,786-89.0% | $4,876-91.5% |
| Participant deferral / active EE | $3,389 | $5,316-36.3% | $4,482-24.4% | $5,439-37.7% |
| Admin fee / account holder | $276 | $10,886-97.5% | $8,020-96.6% | $10,885-97.5% |