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 | $123,281 | $106,115+16.2% | $85,969+43.4% | $125,391-1.7% |
| Participation rate | 18.2% | 84.1%-65.9pp | 76.5%-58.4pp | 83.2%-65.0pp |
| Annual return | -3.29% | 13.93%-17.2pp | 9.32%-12.6pp | 282.22%-285.5pp |
| Employer contribution / active EE | $181 | $4,537-96.0% | $3,474-94.8% | $4,866-96.3% |
| Participant deferral / active EE | $3,818 | $4,859-21.4% | $3,829-0.3% | $5,352-28.7% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,540-100.0% |