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 | $54,536 | $131,829-58.6% | $108,579-49.8% | $273,961-80.1% |
| Participation rate | 28.6% | 83.5%-54.9pp | 79.6%-51.0pp | 83.0%-54.4pp |
| Annual return | 6.31% | -91.57%+97.9pp | -51.70%+58.0pp | 41.45%-35.1pp |
| Employer contribution / active EE | $194 | $4,912-96.1% | $3,758-94.8% | $4,869-96.0% |
| Participant deferral / active EE | $3,904 | $5,127-23.8% | $4,311-9.4% | $5,287-26.2% |
| Admin fee / account holder | $268 | $10,252-97.4% | $7,645-96.5% | $10,132-97.4% |