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 10-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 | $68,426 | $88,751-22.9% | $81,812-16.4% | $145,922-53.1% |
| Participation rate | 28.6% | 75.0%-46.5pp | 72.3%-43.8pp | 80.3%-51.7pp |
| Annual return | 13.08% | 1025.40%-1012.3pp | 773.79%-760.7pp | 561.29%-548.2pp |
| Employer contribution / active EE | $274 | $3,083-91.1% | $2,912-90.6% | $4,660-94.1% |
| Participant deferral / active EE | $821 | $4,643-82.3% | $4,319-81.0% | $6,688-87.7% |
| Admin fee / account holder | $20 | $8,415-99.8% | $7,386-99.7% | $13,397-99.9% |