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 9-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 | $70,858 | $133,958-47.1% | $112,228-36.9% | $134,475-47.3% |
| Participation rate | 18.8% | 78.6%-59.8pp | 75.1%-56.3pp | 81.2%-62.5pp |
| Annual return | -17.51% | 47.11%-64.6pp | 27.45%-45.0pp | 417.96%-435.5pp |
| Employer contribution / active EE | $250 | $4,038-93.8% | $3,635-93.1% | $4,740-94.7% |
| Participant deferral / active EE | $1,945 | $5,291-63.2% | $4,728-58.9% | $6,400-69.6% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |