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 7-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 | $39,697 | $104,486-62.0% | $76,817-48.3% | $152,861-74.0% |
| Participation rate | 5.6% | 76.6%-71.0pp | 72.1%-66.5pp | 82.4%-76.9pp |
| Annual return | 31.56% | 1013.37%-981.8pp | 1166.11%-1134.5pp | 345.32%-313.8pp |
| Employer contribution / active EE | $155 | $3,116-95.0% | $2,302-93.3% | $4,762-96.7% |
| Participant deferral / active EE | $971 | $4,236-77.1% | $3,336-70.9% | $5,850-83.4% |
| Admin fee / account holder | $191 | $12,275-98.4% | $6,420-97.0% | $11,596-98.4% |