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 | $117,930 | $167,307-29.5% | $143,757-18.0% | $134,475-12.3% |
| Participation rate | 28.6% | 84.8%-56.2pp | 80.3%-51.7pp | 81.2%-52.7pp |
| Annual return | -19.74% | 0.46%-20.2pp | -0.04%-19.7pp | 417.96%-437.7pp |
| Employer contribution / active EE | $949 | $5,619-83.1% | $4,951-80.8% | $4,740-80.0% |
| Participant deferral / active EE | $3,832 | $6,446-40.6% | $5,637-32.0% | $6,400-40.1% |
| Admin fee / account holder | $23 | $18,088-99.9% | $14,673-99.8% | $11,426-99.8% |