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 | $80,426 | $180,449-55.4% | $154,107-47.8% | $135,375-40.6% |
| Participation rate | 57.1% | 87.4%-30.3pp | 83.0%-25.9pp | 82.6%-25.5pp |
| Annual return | -8.31% | 888.09%-896.4pp | 735.12%-743.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $861 | $6,035-85.7% | $5,298-83.8% | $4,779-82.0% |
| Participant deferral / active EE | $5,108 | $5,806-12.0% | $5,081+0.5% | $5,609-8.9% |
| Admin fee / account holder | $36 | $16,143-99.8% | $13,411-99.7% | $10,827-99.7% |