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 8-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 | $49,393 | $118,680-58.4% | $98,907-50.1% | $158,922-68.9% |
| Participation rate | 23.1% | 77.8%-54.7pp | 76.0%-52.9pp | 82.0%-58.9pp |
| Annual return | 25.87% | 372.35%-346.5pp | 196.43%-170.6pp | 302.83%-277.0pp |
| Employer contribution / active EE | $423 | $3,333-87.3% | $2,689-84.3% | $4,761-91.1% |
| Participant deferral / active EE | $2,710 | $5,088-46.7% | $4,244-36.2% | $5,982-54.7% |
| Admin fee / account holder | $30 | $10,131-99.7% | $6,642-99.5% | $11,246-99.7% |