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 | $27,548 | $148,534-81.5% | $135,903-79.7% | $139,434-80.2% |
| Participation rate | 63.6% | 83.9%-20.2pp | 81.9%-18.3pp | 80.3%-16.7pp |
| Annual return | 59.63% | 79.19%-19.6pp | 68.23%-8.6pp | 372.94%-313.3pp |
| Employer contribution / active EE | $868 | $5,243-83.5% | $4,856-82.1% | $4,751-81.7% |
| Participant deferral / active EE | $5,419 | $8,100-33.1% | $7,758-30.1% | $6,710-19.2% |
| Admin fee / account holder | $9 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |