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 | $32,931 | $117,841-72.1% | $102,423-67.8% | $145,922-77.4% |
| Participation rate | 36.8% | 78.6%-41.7pp | 76.5%-39.6pp | 80.3%-43.4pp |
| Annual return | 10.47% | 31.65%-21.2pp | 29.32%-18.9pp | 561.29%-550.8pp |
| Employer contribution / active EE | $684 | $3,615-81.1% | $3,023-77.4% | $4,660-85.3% |
| Participant deferral / active EE | $3,825 | $5,731-33.2% | $5,053-24.3% | $6,688-42.8% |
| Admin fee / account holder | $202 | $13,326-98.5% | $9,451-97.9% | $13,397-98.5% |