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 | $49,018 | $97,757-49.9% | $83,848-41.5% | $135,375-63.8% |
| Participation rate | 65.2% | 80.0%-14.7pp | 76.1%-10.9pp | 82.6%-17.4pp |
| Annual return | -3.80% | 1287.37%-1291.2pp | 850.88%-854.7pp | 519.73%-523.5pp |
| Employer contribution / active EE | $409 | $4,222-90.3% | $3,631-88.7% | $4,779-91.4% |
| Participant deferral / active EE | $1,749 | $4,682-62.6% | $4,082-57.1% | $5,609-68.8% |
| Admin fee / account holder | $25 | $6,674-99.6% | $5,478-99.5% | $10,827-99.8% |