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 3-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 | $10,197 | $149,040-93.2% | $120,225-91.5% | $137,256-92.6% |
| Participation rate | 60.0% | 75.4%-15.4pp | 69.6%-9.6pp | 80.0%-20.0pp |
| Annual return | 52.18% | 605.68%-553.5pp | 439.23%-387.0pp | 220.34%-168.2pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,354 | $4,655-49.4% | $3,999-41.1% | $6,407-63.3% |
| Admin fee / account holder | $34 | $6,348-99.5% | $5,696-99.4% | $12,270-99.7% |