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 9-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 | $63,195 | $95,862-34.1% | $79,550-20.6% | $134,475-53.0% |
| Participation rate | 41.7% | 75.0%-33.4pp | 69.5%-27.8pp | 81.2%-39.6pp |
| Annual return | -16.00% | -2.69%-13.3pp | 0.16%-16.2pp | 417.96%-434.0pp |
| Employer contribution / active EE | $333 | $3,128-89.4% | $2,413-86.2% | $4,740-93.0% |
| Participant deferral / active EE | $3,287 | $4,693-30.0% | $3,985-17.5% | $6,400-48.6% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |