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 | $66,017 | $82,286-19.8% | $68,791-4.0% | $134,475-50.9% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.0%-2.4pp | 81.2%-14.6pp |
| Annual return | -18.59% | -2.19%-16.4pp | -6.38%-12.2pp | 417.96%-436.6pp |
| Employer contribution / active EE | $449 | $3,301-86.4% | $2,655-83.1% | $4,740-90.5% |
| Participant deferral / active EE | $1,795 | $4,739-62.1% | $3,941-54.4% | $6,400-71.9% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |