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 | $132,035 | $142,344-7.2% | $119,609+10.4% | $134,475-1.8% |
| Participation rate | 57.1% | 82.8%-25.7pp | 79.3%-22.1pp | 81.2%-24.1pp |
| Annual return | -15.39% | -12.44%-2.9pp | -14.97%-0.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $946 | $5,222-81.9% | $4,232-77.6% | $4,740-80.0% |
| Participant deferral / active EE | $6,408 | $6,469-1.0% | $5,602+14.4% | $6,400+0.1% |
| Admin fee / account holder | $2 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |