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 5-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 | $21,321 | $88,710-76.0% | $81,783-73.9% | $145,959-85.4% |
| Participation rate | 38.5% | 75.0%-36.6pp | 72.4%-33.9pp | 80.3%-41.8pp |
| Annual return | 17.31% | 1027.26%-1009.9pp | 775.05%-757.7pp | 561.95%-544.6pp |
| Employer contribution / active EE | $27 | $3,083-99.1% | $2,913-99.1% | $4,661-99.4% |
| Participant deferral / active EE | $2,695 | $4,645-42.0% | $4,320-37.6% | $6,689-59.7% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |