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 | $51,464 | $49,177+4.7% | $79,464-35.2% | $64,186-19.8% |
| Participation rate | 23.1% | 65.0%-42.0pp | 73.3%-50.3pp | 69.6%-46.5pp |
| Annual return | -5.35% | -1.16%-4.2pp | 718.14%-723.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,010 | $2,821-64.2% | $3,704-72.7% | $3,470-70.9% |
| Admin fee / account holder | $288 | $3,839-92.5% | $5,113-94.4% | $4,888-94.1% |