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 | $54,323 | $149,333-63.6% | $106,387-48.9% | $135,375-59.9% |
| Participation rate | 66.7% | 81.5%-14.8pp | 77.5%-10.8pp | 82.6%-16.0pp |
| Annual return | -8.00% | 0.52%-8.5pp | 0.25%-8.3pp | 519.73%-527.7pp |
| Employer contribution / active EE | $578 | $4,984-88.4% | $3,520-83.6% | $4,779-87.9% |
| Participant deferral / active EE | $8,960 | $7,230+23.9% | $5,421+65.3% | $5,609+59.7% |
| Admin fee / account holder | $0 | $15,952-100.0% | $7,510-100.0% | $10,827-100.0% |