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 | $31,499 | $107,334-70.7% | $92,893-66.1% | $152,861-79.4% |
| Participation rate | 45.5% | 79.8%-34.3pp | 76.0%-30.6pp | 82.4%-37.0pp |
| Annual return | 28.24% | 145.58%-117.3pp | 109.41%-81.2pp | 345.32%-317.1pp |
| Employer contribution / active EE | $400 | $4,221-90.5% | $3,653-89.0% | $4,762-91.6% |
| Participant deferral / active EE | $4,716 | $4,845-2.7% | $4,236+11.3% | $5,850-19.4% |
| Admin fee / account holder | $15 | $7,079-99.8% | $5,794-99.7% | $11,596-99.9% |