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 | $47,592 | $209,832-77.3% | $189,513-74.9% | $167,490-71.6% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 18.19% | 748.27%-730.1pp | 555.15%-537.0pp | 478.56%-460.4pp |
| Employer contribution / active EE | $1,200 | $6,914-82.6% | $6,162-80.5% | $4,837-75.2% |
| Participant deferral / active EE | $4,500 | $8,935-49.6% | $8,221-45.3% | $6,341-29.0% |
| Admin fee / account holder | $20 | $14,293-99.9% | $12,045-99.8% | $12,309-99.8% |