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 | $51,277 | $160,055-68.0% | $140,016-63.4% | $135,375-62.1% |
| Participation rate | 36.8% | 88.5%-51.7pp | 87.5%-50.7pp | 82.6%-45.8pp |
| Annual return | -5.60% | 911.38%-917.0pp | 651.12%-656.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,606-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,878 | $7,642-62.3% | $6,927-58.5% | $5,609-48.7% |
| Admin fee / account holder | $42 | $13,328-99.7% | $10,705-99.6% | $10,827-99.6% |