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 | $82,682 | $91,538-9.7% | $129,995-36.4% | $75,163+10.0% |
| Participation rate | 68.9% | 71.4%-2.6pp | 78.5%-9.6pp | 67.2%+1.7pp |
| Annual return | 23.64% | -631.11%+654.7pp | -137.18%+160.8pp | 160.62%-137.0pp |
| Employer contribution / active EE | $608 | $2,845-78.6% | $4,320-85.9% | $2,670-77.2% |
| Participant deferral / active EE | $4,164 | $4,341-4.1% | $5,820-28.4% | $4,125+0.9% |
| Admin fee / account holder | $135 | $6,790-98.0% | $10,614-98.7% | $5,651-97.6% |