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 | $48,066 | $100,754-52.3% | $86,677-44.5% | $134,475-64.3% |
| Participation rate | 44.4% | 78.9%-34.5pp | 76.6%-32.1pp | 81.2%-36.8pp |
| Annual return | -20.22% | 29.04%-49.3pp | 35.91%-56.1pp | 417.96%-438.2pp |
| Employer contribution / active EE | $549 | $3,489-84.3% | $2,836-80.7% | $4,740-88.4% |
| Participant deferral / active EE | $2,376 | $5,338-55.5% | $4,656-49.0% | $6,400-62.9% |
| Admin fee / account holder | $11 | $10,926-99.9% | $7,493-99.9% | $11,426-99.9% |