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 | $110,782 | $135,635-18.3% | $110,238+0.5% | $135,375-18.2% |
| Participation rate | 65.0% | 83.5%-18.5pp | 79.8%-14.8pp | 82.6%-17.6pp |
| Annual return | -4.00% | 513.19%-517.2pp | 314.74%-318.7pp | 519.73%-523.7pp |
| Employer contribution / active EE | $0 | $4,906-100.0% | $3,826-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,758 | $5,506-31.8% | $4,672-19.6% | $5,609-33.0% |
| Admin fee / account holder | $161 | $11,457-98.6% | $8,547-98.1% | $10,827-98.5% |