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 | $14,809 | $111,724-86.7% | $93,606-84.2% | $145,922-89.9% |
| Participation rate | 58.8% | 74.2%-15.4pp | 68.7%-9.9pp | 80.3%-21.5pp |
| Annual return | 62.39% | 202.98%-140.6pp | 133.20%-70.8pp | 561.29%-498.9pp |
| Employer contribution / active EE | $410 | $3,090-86.7% | $2,420-83.1% | $4,660-91.2% |
| Participant deferral / active EE | $2,994 | $4,912-39.0% | $4,411-32.1% | $6,688-55.2% |
| Admin fee / account holder | $205 | $10,250-98.0% | $8,285-97.5% | $13,397-98.5% |