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 6-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 | $64,519 | $150,187-57.0% | $120,354-46.4% | $145,922-55.8% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 15.86% | 154.07%-138.2pp | 107.15%-91.3pp | 561.29%-545.4pp |
| Employer contribution / active EE | $505 | $4,348-88.4% | $3,463-85.4% | $4,660-89.2% |
| Participant deferral / active EE | $2,524 | $6,173-59.1% | $4,991-49.4% | $6,688-62.3% |
| Admin fee / account holder | $53 | $12,207-99.6% | $9,423-99.4% | $13,397-99.6% |