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 7-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 | $75,460 | $185,822-59.4% | $169,993-55.6% | $139,434-45.9% |
| Participation rate | 57.1% | 87.8%-30.6pp | 87.0%-29.9pp | 80.3%-23.2pp |
| Annual return | 22.67% | 60.50%-37.8pp | 53.37%-30.7pp | 372.94%-350.3pp |
| Employer contribution / active EE | $179 | $7,590-97.6% | $6,785-97.4% | $4,751-96.2% |
| Participant deferral / active EE | $11,076 | $11,622-4.7% | $10,408+6.4% | $6,710+65.1% |
| Admin fee / account holder | $30 | $15,381-99.8% | $12,815-99.8% | $11,403-99.7% |