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 | $69,373 | $101,283-31.5% | $75,826-8.5% | $135,375-48.8% |
| Participation rate | 55.6% | 72.7%-17.2pp | 68.2%-12.7pp | 82.6%-27.1pp |
| Annual return | -3.72% | 3384.62%-3388.3pp | 1914.15%-1917.9pp | 519.73%-523.5pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $1,913-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $655 | $3,469-81.1% | $2,862-77.1% | $5,609-88.3% |
| Admin fee / account holder | $207 | $6,539-96.8% | $4,726-95.6% | $10,827-98.1% |