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 | $61,513 | $82,664-25.6% | $125,339-50.9% | $68,494-10.2% |
| Participation rate | 63.7% | 75.0%-11.3pp | 82.4%-18.6pp | 67.9%-4.1pp |
| Annual return | -16.07% | -5.97%-10.1pp | 572.05%-588.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $372 | $3,381-89.0% | $4,814-92.3% | $2,596-85.7% |
| Participant deferral / active EE | $4,935 | $6,110-19.2% | $7,446-33.7% | $4,027+22.6% |
| Admin fee / account holder | $273 | $6,275-95.7% | $10,010-97.3% | $5,403-95.0% |