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 4-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 | $32,727 | $176,056-81.4% | $159,436-79.5% | $167,490-80.5% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 25.93% | 331.75%-305.8pp | 263.57%-237.6pp | 478.56%-452.6pp |
| Employer contribution / active EE | $84 | $5,297-98.4% | $4,829-98.3% | $4,837-98.3% |
| Participant deferral / active EE | $6,584 | $7,750-15.1% | $7,352-10.5% | $6,341+3.8% |
| Admin fee / account holder | $66 | $12,554-99.5% | $10,799-99.4% | $12,309-99.5% |