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 | $110,440 | $138,065-20.0% | $123,544-10.6% | $135,375-18.4% |
| Participation rate | 36.4% | 84.7%-48.4pp | 82.3%-45.9pp | 82.6%-46.3pp |
| Annual return | -8.23% | 153.68%-161.9pp | 119.20%-127.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $780 | $5,151-84.9% | $4,628-83.1% | $4,779-83.7% |
| Participant deferral / active EE | $4,850 | $6,799-28.7% | $6,426-24.5% | $5,609-13.5% |
| Admin fee / account holder | $1 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |