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 10-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 | $27,220 | $57,281-52.5% | $86,612-68.6% | $75,163-63.8% |
| Participation rate | 68.4% | 63.2%+5.2pp | 71.7%-3.3pp | 67.2%+1.2pp |
| Annual return | 17.56% | 2670.75%-2653.2pp | 591.07%-573.5pp | 160.62%-143.1pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,063 | $3,318-37.8% | $4,438-53.5% | $4,125-50.0% |
| Admin fee / account holder | $257 | $4,112-93.8% | $5,614-95.4% | $5,651-95.5% |