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 9-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 | $52,515 | $127,386-58.8% | $115,037-54.3% | $125,391-58.1% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | 4.80% | 31.28%-26.5pp | 26.14%-21.3pp | 282.22%-277.4pp |
| Employer contribution / active EE | $800 | $5,166-84.5% | $4,608-82.6% | $4,866-83.6% |
| Participant deferral / active EE | $16,000 | $6,423+149.1% | $6,026+165.5% | $5,352+199.0% |
| Admin fee / account holder | $17 | $9,516-99.8% | $8,175-99.8% | $9,540-99.8% |