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 | $118,117 | $138,065-14.4% | $123,544-4.4% | $135,375-12.7% |
| Participation rate | 25.0% | 84.7%-59.7pp | 82.3%-57.3pp | 82.6%-57.6pp |
| Annual return | -0.01% | 153.68%-153.7pp | 119.20%-119.2pp | 519.73%-519.7pp |
| Employer contribution / active EE | $489 | $5,151-90.5% | $4,628-89.4% | $4,779-89.8% |
| Participant deferral / active EE | $3,053 | $6,799-55.1% | $6,426-52.5% | $5,609-45.6% |
| Admin fee / account holder | $51 | $10,916-99.5% | $9,284-99.5% | $10,827-99.5% |