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 | $91,589 | $29,660+208.8% | $56,411+62.4% | $80,856+13.3% |
| Participation rate | 2.4% | 41.6%-39.2pp | 52.5%-50.0pp | 67.6%-65.2pp |
| Annual return | 17.32% | 35.23%-17.9pp | 1701.33%-1684.0pp | 35.59%-18.3pp |
| Employer contribution / active EE | $69 | $669-89.7% | $1,039-93.4% | $2,755-97.5% |
| Participant deferral / active EE | $561 | $1,226-54.2% | $1,952-71.3% | $4,296-86.9% |
| Admin fee / account holder | $0 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |