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 | $135,944 | $211,958-35.9% | $169,463-19.8% | $135,375+0.4% |
| Participation rate | 57.1% | 82.6%-25.5pp | 77.8%-20.6pp | 82.6%-25.5pp |
| Annual return | -4.09% | 3.26%-7.4pp | 1.83%-5.9pp | 519.73%-523.8pp |
| Employer contribution / active EE | $383 | $5,120-92.5% | $4,159-90.8% | $4,779-92.0% |
| Participant deferral / active EE | $2,932 | $6,075-51.7% | $5,277-44.4% | $5,609-47.7% |
| Admin fee / account holder | $85 | $11,471-99.3% | $9,109-99.1% | $10,827-99.2% |