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 | $28,420 | $150,440-81.1% | $136,294-79.1% | $147,584-80.7% |
| Participation rate | 23.1% | 84.4%-61.3pp | 81.9%-58.8pp | 82.8%-59.8pp |
| Annual return | 27.54% | 1049.08%-1021.5pp | 5155.94%-5128.4pp | 578.55%-551.0pp |
| Employer contribution / active EE | $730 | $5,256-86.1% | $4,695-84.5% | $4,876-85.0% |
| Participant deferral / active EE | $3,083 | $6,630-53.5% | $6,247-50.6% | $5,439-43.3% |
| Admin fee / account holder | $93 | $10,905-99.2% | $9,243-99.0% | $10,885-99.1% |