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 | $90,333 | $101,069-10.6% | $81,478+10.9% | $147,584-38.8% |
| Participation rate | 68.8% | 74.5%-5.7pp | 68.0%+0.8pp | 82.8%-14.1pp |
| Annual return | 20.52% | 32.40%-11.9pp | 38.78%-18.3pp | 578.55%-558.0pp |
| Employer contribution / active EE | $0 | $3,205-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,924 | $4,242-31.1% | $3,537-17.3% | $5,439-46.2% |
| Admin fee / account holder | $52 | $5,812-99.1% | $4,561-98.9% | $10,885-99.5% |