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 | $45,976 | $131,829-65.1% | $108,579-57.7% | $273,961-83.2% |
| Participation rate | 16.7% | 83.5%-66.8pp | 79.6%-62.9pp | 83.0%-66.3pp |
| Annual return | 7.12% | -91.57%+98.7pp | -51.70%+58.8pp | 41.45%-34.3pp |
| Employer contribution / active EE | $97 | $4,912-98.0% | $3,758-97.4% | $4,869-98.0% |
| Participant deferral / active EE | $1,500 | $5,127-70.7% | $4,311-65.2% | $5,287-71.6% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |