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 | $32,888 | $150,440-78.1% | $136,294-75.9% | $147,584-77.7% |
| Participation rate | 18.2% | 84.4%-66.2pp | 81.9%-63.7pp | 82.8%-64.6pp |
| Annual return | 12.02% | 1049.08%-1037.1pp | 5155.94%-5143.9pp | 578.55%-566.5pp |
| Employer contribution / active EE | $759 | $5,256-85.6% | $4,695-83.8% | $4,876-84.4% |
| Participant deferral / active EE | $3,136 | $6,630-52.7% | $6,247-49.8% | $5,439-42.3% |
| Admin fee / account holder | $126 | $10,905-98.8% | $9,243-98.6% | $10,885-98.8% |