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 | $88,338 | $99,640-11.3% | $86,436+2.2% | $134,475-34.3% |
| Participation rate | 43.8% | 82.0%-38.3pp | 80.3%-36.6pp | 81.2%-37.5pp |
| Annual return | -14.17% | 6782.58%-6796.7pp | 4394.89%-4409.1pp | 417.96%-432.1pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,343 | $7,246-67.7% | $6,952-66.3% | $6,400-63.4% |
| Admin fee / account holder | $28 | $8,371-99.7% | $6,731-99.6% | $11,426-99.8% |