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 5-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 | $28,167 | $210,648-86.6% | $177,989-84.2% | $145,922-80.7% |
| Participation rate | 37.5% | 80.8%-43.3pp | 77.1%-39.6pp | 80.3%-42.8pp |
| Annual return | 15.59% | 385.86%-370.3pp | 294.48%-278.9pp | 561.29%-545.7pp |
| Employer contribution / active EE | $408 | $4,565-91.1% | $3,949-89.7% | $4,660-91.2% |
| Participant deferral / active EE | $1,968 | $6,958-71.7% | $6,276-68.6% | $6,688-70.6% |
| Admin fee / account holder | $17 | $12,013-99.9% | $10,363-99.8% | $13,397-99.9% |