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 | $51,317 | $152,509-66.4% | $117,472-56.3% | $134,475-61.8% |
| Participation rate | 43.8% | 77.1%-33.3pp | 70.6%-26.8pp | 81.2%-37.5pp |
| Annual return | -4.85% | 52.99%-57.8pp | 29.74%-34.6pp | 417.96%-422.8pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,177 | $4,818-13.3% | $4,070+2.6% | $6,400-34.7% |
| Admin fee / account holder | $6 | $7,004-99.9% | $5,645-99.9% | $11,426-99.9% |