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 | $29,303 | $117,841-75.1% | $102,423-71.4% | $145,922-79.9% |
| Participation rate | 44.4% | 78.6%-34.1pp | 76.5%-32.0pp | 80.3%-35.8pp |
| Annual return | 14.31% | 31.65%-17.3pp | 29.32%-15.0pp | 561.29%-547.0pp |
| Employer contribution / active EE | $531 | $3,615-85.3% | $3,023-82.4% | $4,660-88.6% |
| Participant deferral / active EE | $3,806 | $5,731-33.6% | $5,053-24.7% | $6,688-43.1% |
| Admin fee / account holder | $132 | $13,326-99.0% | $9,451-98.6% | $13,397-99.0% |