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 | $203,895 | $78,694+159.1% | $67,652+201.4% | $125,391+62.6% |
| Participation rate | 62.5% | 78.8%-16.3pp | 75.7%-13.2pp | 83.2%-20.7pp |
| Annual return | -2.60% | 9.46%-12.1pp | 6625.04%-6627.6pp | 282.22%-284.8pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,259 | $4,292+45.8% | $3,560+75.8% | $5,352+17.0% |
| Admin fee / account holder | $197 | $7,403-97.3% | $4,821-95.9% | $9,540-97.9% |