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 | $29,339 | $131,829-77.7% | $108,579-73.0% | $273,961-89.3% |
| Participation rate | 22.2% | 83.5%-61.2pp | 79.6%-57.3pp | 83.0%-60.8pp |
| Annual return | 13.11% | -91.57%+104.7pp | -51.70%+64.8pp | 41.45%-28.3pp |
| Employer contribution / active EE | $0 | $4,912-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,869 | $5,127-63.5% | $4,311-56.6% | $5,287-64.6% |
| Admin fee / account holder | $25 | $10,252-99.8% | $7,645-99.7% | $10,132-99.8% |