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 8-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 | $71,434 | $69,518+2.8% | $59,878+19.3% | $135,375-47.2% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.7%-8.0pp | 82.6%-16.0pp |
| Annual return | -0.32% | 7.94%-8.3pp | 3.46%-3.8pp | 519.73%-520.1pp |
| Employer contribution / active EE | $248 | $3,235-92.3% | $2,722-90.9% | $4,779-94.8% |
| Participant deferral / active EE | $10,817 | $4,206+157.2% | $3,402+218.0% | $5,609+92.9% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |