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 | $40,586 | $135,635-70.1% | $110,238-63.2% | $135,375-70.0% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.8%-29.8pp | 82.6%-32.6pp |
| Annual return | -5.54% | 513.19%-518.7pp | 314.74%-320.3pp | 519.73%-525.3pp |
| Employer contribution / active EE | $820 | $4,906-83.3% | $3,826-78.6% | $4,779-82.8% |
| Participant deferral / active EE | $5,968 | $5,506+8.4% | $4,672+27.7% | $5,609+6.4% |
| Admin fee / account holder | $38 | $11,457-99.7% | $8,547-99.6% | $10,827-99.7% |