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 9-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 | $104,008 | $144,119-27.8% | $117,854-11.7% | $147,584-29.5% |
| Participation rate | 40.0% | 83.4%-43.4pp | 79.7%-39.7pp | 82.8%-42.8pp |
| Annual return | 0.00% | 531.15%-531.1pp | 335.08%-335.1pp | 578.55%-578.5pp |
| Employer contribution / active EE | $572 | $4,896-88.3% | $3,786-84.9% | $4,876-88.3% |
| Participant deferral / active EE | $2,500 | $5,316-53.0% | $4,482-44.2% | $5,439-54.0% |
| Admin fee / account holder | $166 | $10,886-98.5% | $8,020-97.9% | $10,885-98.5% |