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 | $90,668 | $167,307-45.8% | $143,757-36.9% | $134,475-32.6% |
| Participation rate | 44.4% | 84.8%-40.4pp | 80.3%-35.9pp | 81.2%-36.8pp |
| Annual return | -14.92% | 0.46%-15.4pp | -0.04%-14.9pp | 417.96%-432.9pp |
| Employer contribution / active EE | $788 | $5,619-86.0% | $4,951-84.1% | $4,740-83.4% |
| Participant deferral / active EE | $2,733 | $6,446-57.6% | $5,637-51.5% | $6,400-57.3% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |