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 | $50,330 | $111,724-55.0% | $93,606-46.2% | $145,922-65.5% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 26.28% | 202.98%-176.7pp | 133.20%-106.9pp | 561.29%-535.0pp |
| Employer contribution / active EE | $521 | $3,090-83.1% | $2,420-78.5% | $4,660-88.8% |
| Participant deferral / active EE | $9,108 | $4,912+85.4% | $4,411+106.5% | $6,688+36.2% |
| Admin fee / account holder | $119 | $10,250-98.8% | $8,285-98.6% | $13,397-99.1% |