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 8-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 | $88,105 | $104,486-15.7% | $76,817+14.7% | $152,861-42.4% |
| Participation rate | 44.4% | 76.6%-32.1pp | 72.1%-27.6pp | 82.4%-38.0pp |
| Annual return | 19.04% | 1013.37%-994.3pp | 1166.11%-1147.1pp | 345.32%-326.3pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,302-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,456 | $4,236-42.0% | $3,336-26.4% | $5,850-58.0% |
| Admin fee / account holder | $57 | $12,275-99.5% | $6,420-99.1% | $11,596-99.5% |