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 | $144,081 | $30,400+373.9% | $53,898+167.3% | $84,808+69.9% |
| Participation rate | 2.2% | 46.4%-44.3pp | 55.0%-52.8pp | 68.3%-66.1pp |
| Annual return | 28.43% | 500.19%-471.8pp | 528.60%-500.2pp | 40.90%-12.5pp |
| Employer contribution / active EE | $64 | $603-89.4% | $932-93.1% | $2,631-97.6% |
| Participant deferral / active EE | $511 | $1,199-57.4% | $1,826-72.0% | $4,212-87.9% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |