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 6-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 | $18,143 | $49,173-63.1% | $121,098-85.0% | $75,163-75.9% |
| Participation rate | 18.4% | 55.4%-37.0pp | 69.5%-51.1pp | 67.2%-48.8pp |
| Annual return | 24.84% | 55.99%-31.1pp | 985.75%-960.9pp | 160.62%-135.8pp |
| Employer contribution / active EE | $295 | $1,546-80.9% | $4,164-92.9% | $2,670-88.9% |
| Participant deferral / active EE | $808 | $2,628-69.2% | $4,080-80.2% | $4,125-80.4% |
| Admin fee / account holder | $77 | $3,942-98.1% | $5,644-98.6% | $5,651-98.6% |