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 | $102,685 | $183,519-44.0% | $155,509-34.0% | $145,922-29.6% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 32.92% | 61.17%-28.3pp | 64.67%-31.8pp | 561.29%-528.4pp |
| Employer contribution / active EE | $709 | $5,313-86.6% | $4,672-84.8% | $4,660-84.8% |
| Participant deferral / active EE | $15,000 | $6,462+132.1% | $5,626+166.6% | $6,688+124.3% |
| Admin fee / account holder | $32 | $19,313-99.8% | $15,912-99.8% | $13,397-99.8% |