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 | $84,866 | $97,757-13.2% | $83,848+1.2% | $135,375-37.3% |
| Participation rate | 20.0% | 80.0%-60.0pp | 76.1%-56.1pp | 82.6%-62.6pp |
| Annual return | -3.37% | 1287.37%-1290.7pp | 850.88%-854.3pp | 519.73%-523.1pp |
| Employer contribution / active EE | $485 | $4,222-88.5% | $3,631-86.6% | $4,779-89.8% |
| Participant deferral / active EE | $2,081 | $4,682-55.6% | $4,082-49.0% | $5,609-62.9% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |