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 | $47,479+21.7% | $62,929-8.2% | $82,448-29.9% |
| Participation rate | 34.4% | 66.9%-32.5pp | 73.1%-38.7pp | 68.1%-33.7pp |
| Annual return | 13.18% | 20.34%-7.2pp | 1063.93%-1050.7pp | 41.64%-28.5pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,187 | $2,870-23.8% | $3,888-43.8% | $4,139-47.2% |
| Admin fee / account holder | $2 | $3,804-100.0% | $5,065-100.0% | $7,234-100.0% |