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 4-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 | $61,553 | $126,574-51.4% | $106,213-42.0% | $145,922-57.8% |
| Participation rate | 20.0% | 77.6%-57.6pp | 75.3%-55.3pp | 80.3%-60.3pp |
| Annual return | 13.08% | 224.79%-211.7pp | 116.14%-103.1pp | 561.29%-548.2pp |
| Employer contribution / active EE | $550 | $3,730-85.3% | $3,171-82.7% | $4,660-88.2% |
| Participant deferral / active EE | $3,396 | $5,724-40.7% | $5,016-32.3% | $6,688-49.2% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |