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 | $138,586 | $81,900+69.2% | $119,609+15.9% | $68,494+102.3% |
| Participation rate | 51.7% | 71.9%-20.2pp | 79.3%-27.5pp | 67.9%-16.2pp |
| Annual return | -12.39% | -23.82%+11.4pp | -14.97%+2.6pp | -7.84%-4.5pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,871 | $4,148+17.4% | $5,602-13.1% | $4,027+21.0% |
| Admin fee / account holder | $37 | $6,582-99.4% | $10,323-99.6% | $5,403-99.3% |