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 | $42,245 | $197,825-78.6% | $155,790-72.9% | $125,391-66.3% |
| Participation rate | 28.6% | 82.1%-53.5pp | 76.1%-47.5pp | 83.2%-54.6pp |
| Annual return | -2.68% | 86.74%-89.4pp | 71.54%-74.2pp | 282.22%-284.9pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $3,836-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,361 | $5,630-58.1% | $4,797-50.8% | $5,352-55.9% |
| Admin fee / account holder | $0 | $9,545-100.0% | $7,478-100.0% | $9,540-100.0% |