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 3-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 | $94,137 | $99,877-5.7% | $84,966+10.8% | $145,922-35.5% |
| Participation rate | 8.7% | 74.1%-65.4pp | 67.5%-58.8pp | 80.3%-71.6pp |
| Annual return | 18.50% | 83.76%-65.3pp | 66.38%-47.9pp | 561.29%-542.8pp |
| Employer contribution / active EE | $256 | $3,231-92.1% | $2,727-90.6% | $4,660-94.5% |
| Participant deferral / active EE | $1,188 | $5,291-77.6% | $4,519-73.7% | $6,688-82.2% |
| Admin fee / account holder | $45 | $7,248-99.4% | $6,149-99.3% | $13,397-99.7% |