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 3-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 | $47,220 | $175,202-73.0% | $149,673-68.5% | $139,434-66.1% |
| Participation rate | 16.7% | 83.4%-66.7pp | 78.8%-62.1pp | 80.3%-63.7pp |
| Annual return | 21.08% | 166.71%-145.6pp | 134.42%-113.3pp | 372.94%-351.9pp |
| Employer contribution / active EE | $0 | $5,474-100.0% | $4,818-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,750 | $6,519-42.5% | $5,680-34.0% | $6,710-44.1% |
| Admin fee / account holder | $57 | $16,150-99.6% | $13,210-99.6% | $11,403-99.5% |