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 | $110,341 | $53,162+107.6% | $91,220+21.0% | $68,494+61.1% |
| Participation rate | 30.8% | 63.2%-32.4pp | 73.2%-42.4pp | 67.9%-37.1pp |
| Annual return | -18.45% | -3.14%-15.3pp | 114.01%-132.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,850-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,458 | $2,974+16.3% | $4,234-18.3% | $4,027-14.1% |
| Admin fee / account holder | $27 | $4,493-99.4% | $5,420-99.5% | $5,403-99.5% |