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 | $85,673 | $138,044-37.9% | $125,339-31.6% | $134,475-36.3% |
| Participation rate | 20.0% | 84.5%-64.5pp | 82.4%-62.4pp | 81.2%-61.2pp |
| Annual return | 732.79% | 750.33%-17.5pp | 572.05%+160.7pp | 417.96%+314.8pp |
| Employer contribution / active EE | $192 | $5,243-96.3% | $4,814-96.0% | $4,740-95.9% |
| Participant deferral / active EE | $3,996 | $7,799-48.8% | $7,446-46.3% | $6,400-37.6% |
| Admin fee / account holder | $284 | $11,571-97.5% | $10,010-97.2% | $11,426-97.5% |