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 | $57,782 | $48,795+18.4% | $65,493-11.8% | $84,808-31.9% |
| Participation rate | 34.4% | 67.0%-32.6pp | 73.1%-38.7pp | 68.3%-33.9pp |
| Annual return | 13.18% | 20.20%-7.0pp | 982.45%-969.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,187 | $2,928-25.3% | $3,961-44.8% | $4,212-48.1% |
| Admin fee / account holder | $2 | $3,877-100.0% | $5,028-100.0% | $7,344-100.0% |