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 4-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 | $67,429 | $72,071-6.4% | $68,368-1.4% | $137,256-50.9% |
| Participation rate | 18.2% | 76.2%-58.1pp | 73.8%-55.6pp | 80.0%-61.8pp |
| Annual return | 17.85% | 353.14%-335.3pp | 292.57%-274.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $66 | $2,788-97.6% | $2,649-97.5% | $4,156-98.4% |
| Participant deferral / active EE | $1,704 | $4,410-61.4% | $4,123-58.7% | $6,407-73.4% |
| Admin fee / account holder | $20 | $5,336-99.6% | $5,150-99.6% | $12,270-99.8% |