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 | $27,020 | $49,922-45.9% | $80,569-66.5% | $75,163-64.1% |
| Participation rate | 8.6% | 55.3%-46.7pp | 67.0%-58.4pp | 67.2%-58.6pp |
| Annual return | 21.60% | 34.69%-13.1pp | 935.43%-913.8pp | 160.62%-139.0pp |
| Employer contribution / active EE | $85 | $1,698-95.0% | $2,723-96.9% | $2,670-96.8% |
| Participant deferral / active EE | $932 | $2,990-68.8% | $4,447-79.0% | $4,125-77.4% |
| Admin fee / account holder | $134 | $3,577-96.3% | $5,377-97.5% | $5,651-97.6% |