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 | $33,988 | $168,632-79.8% | $147,614-77.0% | $125,391-72.9% |
| Participation rate | 63.6% | 88.8%-25.1pp | 84.6%-21.0pp | 83.2%-19.6pp |
| Annual return | -0.63% | 77.65%-78.3pp | 61.98%-62.6pp | 282.22%-282.9pp |
| Employer contribution / active EE | $924 | $6,252-85.2% | $5,564-83.4% | $4,866-81.0% |
| Participant deferral / active EE | $4,427 | $5,507-19.6% | $4,895-9.6% | $5,352-17.3% |
| Admin fee / account holder | $52 | $13,580-99.6% | $11,611-99.6% | $9,540-99.5% |