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 | $73,504 | $90,519-18.8% | $93,789-21.6% | $134,475-45.3% |
| Participation rate | 33.3% | 82.0%-48.6pp | 81.0%-47.6pp | 81.2%-47.9pp |
| Annual return | -18.78% | -15.72%-3.1pp | -11.33%-7.5pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,087 | $4,343-75.0% | $4,323-74.9% | $4,740-77.1% |
| Participant deferral / active EE | $3,574 | $5,978-40.2% | $6,094-41.4% | $6,400-44.2% |
| Admin fee / account holder | $147 | $9,252-98.4% | $7,195-98.0% | $11,426-98.7% |