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 | $67,573 | $92,222-26.7% | $76,768-12.0% | $135,375-50.1% |
| Participation rate | 52.2% | 79.8%-27.6pp | 77.0%-24.8pp | 82.6%-30.5pp |
| Annual return | -5.67% | 5.46%-11.1pp | 2.43%-8.1pp | 519.73%-525.4pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,944 | $4,509-56.9% | $3,852-49.5% | $5,609-65.3% |
| Admin fee / account holder | $17 | $10,748-99.8% | $6,675-99.7% | $10,827-99.8% |