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 | $30,018 | $144,119-79.2% | $117,854-74.5% | $147,584-79.7% |
| Participation rate | 43.8% | 83.4%-39.7pp | 79.7%-35.9pp | 82.8%-39.1pp |
| Annual return | 22.26% | 531.15%-508.9pp | 335.08%-312.8pp | 578.55%-556.3pp |
| Employer contribution / active EE | $553 | $4,896-88.7% | $3,786-85.4% | $4,876-88.7% |
| Participant deferral / active EE | $2,875 | $5,316-45.9% | $4,482-35.8% | $5,439-47.1% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |