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 | $116,069 | $152,509-23.9% | $117,472-1.2% | $134,475-13.7% |
| Participation rate | 69.2% | 77.1%-7.9pp | 70.6%-1.4pp | 81.2%-12.0pp |
| Annual return | -20.28% | 52.99%-73.3pp | 29.74%-50.0pp | 417.96%-438.2pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,620 | $4,818+16.6% | $4,070+38.1% | $6,400-12.2% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |