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 9-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 | $19,629 | $105,998-81.5% | $92,233-78.7% | $147,584-86.7% |
| Participation rate | 54.5% | 80.4%-25.9pp | 76.5%-21.9pp | 82.8%-28.3pp |
| Annual return | 16.11% | 50.05%-33.9pp | 176.28%-160.2pp | 578.55%-562.4pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,654 | $4,478-40.7% | $3,897-31.9% | $5,439-51.2% |
| Admin fee / account holder | $297 | $6,332-95.3% | $5,194-94.3% | $10,885-97.3% |