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 | $84,910 | $127,100-33.2% | $105,738-19.7% | $135,375-37.3% |
| Participation rate | 25.0% | 82.7%-57.7pp | 76.3%-51.3pp | 82.6%-57.6pp |
| Annual return | -5.88% | 4.49%-10.4pp | 6.27%-12.2pp | 519.73%-525.6pp |
| Employer contribution / active EE | $801 | $4,107-80.5% | $3,268-75.5% | $4,779-83.2% |
| Participant deferral / active EE | $4,625 | $5,064-8.7% | $4,080+13.4% | $5,609-17.5% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |